Obermeyer Wealth Partners
XEL icon

Obermeyer Wealth Partners’s Xcel Energy XEL Stock Holding History

Obermeyer Wealth Partners’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 		$325K Sell
4,613
-231
-5% -$17.8K 0.01% 238
2026
Q2 		$389K Sell
4,844
-81
-2% -$6.47K 0.02% 208
2026
Q1 		$391K Sell
4,925
-160
-3% -$12.6K 0.02% 198
2025
Q4 		$376K Sell
5,085
-72
-1% -$5.68K 0.02% 207
2025
Q3 		$416K Buy
5,157
+74
+1% +$5.35K 0.02% 194
2025
Q2 		$346K Buy
5,083
+347
+7% +$24.1K 0.02% 199
2025
Q1 		$335K Buy
4,736
+1,079
+30% +$73.5K 0.02% 190
2024
Q4 		$247K Hold
3,657
– – 0.01% 224
2024
Q3 		$239K Buy
+3,657
New +$217K 0.01% 225
2024
Q1 		– Sell
-3,812
Closed -$236K – 260
2023
Q4 		$236K Buy
3,812
+110
+3% +$6.6K 0.02% 198
2023
Q3 		$212K Buy
3,702
+45
+1% +$2.7K 0.02% 202
2023
Q2 		$227K Hold
3,657
– – 0.02% 195
2023
Q1 		$247K Sell
3,657
-236
-6% -$15.9K 0.02% 183
2022
Q4 		$273K Buy
3,893
+392
+11% +$26.1K 0.02% 175
2022
Q3 		$224K Hold
3,501
– – 0.02% 187
2022
Q2 		$248K Hold
3,501
– – 0.02% 167
2022
Q1 		$253K Hold
3,501
– – 0.02% 190
2021
Q4 		$237K Hold
3,501
– – 0.01% 203
2021
Q3 		$219K Buy
+3,501
New +$237K 0.01% 202
2015
Q1 		– Sell
-7,400
Closed -$266K – 147
2014
Q4 		$266K Hold
7,400
– – 0.02% 120
2014
Q3 		$225K Buy
7,400
+400
+6% +$12.5K 0.06% 59
2014
Q2 		$226K Hold
7,000
– – 0.06% 57
2014
Q1 		$213K Buy
+7,000
New +$204K 0.05% 53
2013
Q3 		– Sell
-7,000
Closed -$198K – 290
2013
Q2 		$198K Buy
+7,000
New +$209K 0.05% 60

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Obermeyer Wealth Partners's XEL Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Xcel Energy (XEL) stake by 4.8% in Q3 2026, selling an estimated $17.8K and leaving 4,613 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #238.

Obermeyer Wealth Partners first reported a position in XEL in Q2 2013 and has held it in 24 quarters since. The position peaked at $416K in Q3 2025. 650 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Obermeyer Wealth Partners held 4,613 shares of Xcel Energy worth $325K as of Q3 2026.
  • Obermeyer Wealth Partners sold 231 Xcel Energy shares in Q3 2026, an estimated $17.8K.
  • Xcel Energy made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #238 holding.
  • Obermeyer Wealth Partners first reported a position in Xcel Energy in Q2 2013 and has held it in 24 quarters since.
  • Obermeyer Wealth Partners's Xcel Energy position peaked at $416K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.