Meriwether Wealth & Planning’s Xcel Energy XEL Stock Holding History

Meriwether Wealth & Planning’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	$1.41K	Buy	+20	New	+$1.54K	﹤0.01%	691

Other funds holding XEL

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meriwether Wealth & Planning's XEL Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Xcel Energy (XEL) in Q3 2026: 20 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings.

303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Meriwether Wealth & Planning held 20 shares of Xcel Energy worth $1.41K as of Q3 2026.
Xcel Energy was a new Meriwether Wealth & Planning position in Q3 2026.
Xcel Energy made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #691 holding.
303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.