Mindset Wealth Management
XEL icon

Mindset Wealth Management’s Xcel Energy XEL Stock Holding History

Mindset Wealth Management’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 		– Sell
-2,806
Closed -$225K – 214
2026
Q2 		$225K Hold
2,806
– – 0.04% 169
2026
Q1 		$223K Hold
2,806
– – 0.06% 156
2025
Q4 		$207K Hold
2,806
– – 0.05% 173
2025
Q3 		$226K Buy
+2,806
New +$203K 0.06% 152

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

Mindset Wealth Management's XEL Position: Q3 2026 in Review

Mindset Wealth Management sold out of Xcel Energy (XEL) in Q3 2026, closing a stake of 2,806 shares — an estimated $225K sold.

Mindset Wealth Management first reported a position in XEL in Q3 2025 and held it in 4 quarters. The position peaked at $226K in Q3 2025. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Mindset Wealth Management reported no remaining Xcel Energy position as of Q3 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 2,806 Xcel Energy shares in Q3 2026, an estimated $225K.
  • Mindset Wealth Management first reported a position in Xcel Energy in Q3 2025 and held it in 4 quarters.
  • Mindset Wealth Management's Xcel Energy position peaked at $226K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.