MB, Levis & Associates
XEL icon

MB, Levis & Associates’s Xcel Energy XEL Stock Holding History

MB, Levis & Associates’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.6K Hold
250
– – 0.01% 145
2026
Q2 		$20.1K Hold
250
– – 0.01% 146
2026
Q1 		$19.9K Hold
250
– – 0.01% 142
2025
Q4 		$18.5K Hold
250
– – 0.01% 144
2025
Q3 		$20.2K Hold
250
– – 0.01% 141
2025
Q2 		$17K Hold
250
– – 0.01% 171
2025
Q1 		$17.7K Hold
250
– – 0.01% 165
2024
Q4 		$16.9K Buy
+250
New +$16.8K 0.01% 165

Other funds holding XEL

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MB, Levis & Associates's XEL Position: Q3 2026 in Review

MB, Levis & Associates held its Xcel Energy (XEL) position steady in Q3 2026 at 250 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #145.

MB, Levis & Associates first reported a position in XEL in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.2K in Q3 2025. 332 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • MB, Levis & Associates held 250 shares of Xcel Energy worth $17.6K as of Q3 2026.
  • MB, Levis & Associates left its Xcel Energy share count unchanged in Q3 2026.
  • Xcel Energy made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #145 holding.
  • MB, Levis & Associates first reported a position in Xcel Energy in Q4 2024 and has held it in 8 quarters since.
  • MB, Levis & Associates's Xcel Energy position peaked at $20.2K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.