Mitchell & Pahl Private Wealth
XEL icon

Mitchell & Pahl Private Wealth’s Xcel Energy XEL Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.14M Buy
30,348
+1,462
+5% +$113K 0.77% 55
2026
Q2 		$2.32M Buy
28,886
+1,135
+4% +$90.6K 0.85% 51
2026
Q1 		$2.2M Buy
27,751
+1,793
+7% +$141K 0.9% 47
2025
Q4 		$1.92M Buy
25,958
+103
+0.4% +$8.12K 0.8% 50
2025
Q3 		$2.09M Buy
25,855
+208
+0.8% +$15K 0.87% 46
2025
Q2 		$1.75M Buy
25,647
+831
+3% +$57.6K 0.77% 50
2025
Q1 		$1.76M Buy
24,816
+1,046
+4% +$71.2K 0.82% 48
2024
Q4 		$1.6M Buy
23,770
+1,451
+7% +$97.3K 0.75% 53
2024
Q3 		$1.46M Buy
22,319
+2,081
+10% +$123K 0.68% 54
2024
Q2 		$1.08M Buy
20,238
+698
+4% +$38K 0.57% 64
2024
Q1 		$1.05M Buy
19,540
+1,919
+11% +$110K 0.55% 71
2023
Q4 		$1.09M Sell
17,621
-175
-1% -$10.5K 0.62% 60
2023
Q3 		$1.02M Buy
17,796
+2,486
+16% +$149K 0.6% 56
2023
Q2 		$952K Buy
15,310
+1,147
+8% +$76.6K 0.57% 60
2023
Q1 		$955K Buy
14,163
+1,133
+9% +$76.5K 0.6% 59
2022
Q4 		$914K Buy
13,030
+796
+7% +$53K 0.6% 61
2022
Q3 		$783K Buy
12,234
+1,062
+10% +$77.3K 0.58% 62
2022
Q2 		$791K Buy
11,172
+1,552
+16% +$113K 0.55% 68
2022
Q1 		$694K Buy
9,620
+1,840
+24% +$126K 0.44% 81
2021
Q4 		$527K Buy
7,780
+857
+12% +$55.9K 0.34% 96
2021
Q3 		$433K Buy
6,923
+223
+3% +$15.1K 0.31% 98
2021
Q2 		$441K Buy
6,700
+791
+13% +$55.1K 0.32% 98
2021
Q1 		$393K Buy
5,909
+1,913
+48% +$121K 0.3% 104
2020
Q4 		$266K Buy
+3,996
New +$278K 0.22% 125

Other funds holding XEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mitchell & Pahl Private Wealth's XEL Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Xcel Energy (XEL) stake by 5.1% in Q3 2026, buying an estimated $113K and bringing the position to 30,348 shares worth $2.14M. The position accounts for 0.77% of the portfolio, ranked #55.

Mitchell & Pahl Private Wealth first reported a position in XEL in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.32M in Q2 2026. 658 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 30,348 shares of Xcel Energy worth $2.14M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 1,462 Xcel Energy shares in Q3 2026, an estimated $113K.
  • Xcel Energy made up 0.77% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #55 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Xcel Energy in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's Xcel Energy position peaked at $2.32M in Q2 2026.
  • 658 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.