NVWM LLC’s Xcel Energy XEL Stock Holding History

NVWM LLC’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	$852K	Sell	12,091 -12,636	-51%	-$973K	0.16%	141
2026 Q2	$1.99M	Buy	24,727 +270	+1%	+$21.6K	0.4%	71
2026 Q1	$1.94M	Sell	24,457 -310	-1%	-$24.3K	0.43%	67
2025 Q4	$1.83M	Sell	24,767 -130	-0.5%	-$10.3K	0.4%	69
2025 Q3	$2.01M	Buy	24,897 +24,875	+113,068%	+$1.8M	0.45%	62
2025 Q2	$1.5K	Buy	22 +12	+120%	+$832	﹤0.01%	475
2025 Q1	$708	Hold	10	–	–	﹤0.01%	527
2024 Q4	$675	Hold	10	–	–	﹤0.01%	516
2024 Q3	$653	Hold	10	–	–	﹤0.01%	522
2024 Q2	$534	Buy	+10	New	+$544	﹤0.01%	515
2024 Q1	–	Sell	-268	Closed	-$16.7K	–	632
2023 Q4	$16.7K	Sell	268 -787	-75%	-$47.2K	0.01%	286
2023 Q3	$60.4K	Buy	1,055 +2	+0.2%	+$120	0.02%	221
2023 Q2	$65.5K	Hold	1,053	–	–	0.02%	224
2023 Q1	$71.5K	Buy	1,053 +29	+3%	+$1.96K	0.02%	232
2022 Q4	$72.3K	Hold	1,024	–	–	0.03%	216
2022 Q3	$66K	Buy	1,024 +224	+28%	+$16.3K	0.03%	220
2022 Q2	$57K	Hold	800	–	–	0.02%	226
2022 Q1	$58K	Hold	800	–	–	0.02%	256
2021 Q4	$54K	Hold	800	–	–	0.02%	261
2021 Q3	$50K	Hold	800	–	–	0.02%	259
2021 Q2	$53K	Hold	800	–	–	0.02%	252
2021 Q1	$53K	Hold	800	–	–	0.02%	232
2020 Q4	$54K	Hold	800	–	–	0.02%	207
2020 Q3	$55K	Hold	800	–	–	0.03%	189
2020 Q2	$50K	Hold	800	–	–	0.03%	178
2020 Q1	$49K	Hold	800	–	–	0.03%	169
2019 Q4	$51K	Hold	800	–	–	0.03%	178
2019 Q3	$52K	Buy	+800	New	+$49.8K	0.03%	196
2018 Q3	–	Sell	-63	Closed	-$3K	–	379
2018 Q2	$3K	Buy	+63	New	+$2.82K	﹤0.01%	327

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

NVWM LLC's XEL Position: Q3 2026 in Review

NVWM LLC reduced its Xcel Energy (XEL) stake by 51% in Q3 2026, selling an estimated $973K and leaving 12,091 shares worth $852K. The position accounts for 0.16% of the portfolio, ranked #141.

NVWM LLC first reported a position in XEL in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.01M in Q3 2025. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

NVWM LLC held 12,091 shares of Xcel Energy worth $852K as of Q3 2026.
NVWM LLC sold 12,636 Xcel Energy shares in Q3 2026, an estimated $973K.
Xcel Energy made up 0.16% of NVWM LLC's portfolio in Q3 2026, its #141 holding.
NVWM LLC first reported a position in Xcel Energy in Q2 2018 and has held it in 29 quarters since.
NVWM LLC's Xcel Energy position peaked at $2.01M in Q3 2025.
303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.