Olistico Wealth
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Olistico Wealth’s Xcel Energy XEL Stock Holding History

Olistico 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 		$5K Hold
71
– – ﹤0.01% 303
2026
Q2 		$5.7K Hold
71
– – ﹤0.01% 281
2026
Q1 		$5.64K Sell
71
-190
-73% -$14.9K ﹤0.01% 285
2025
Q4 		$19.3K Buy
+261
New +$20.6K 0.01% 219
2025
Q3 		– Sell
-71
Closed -$4.84K – 351
2025
Q2 		$4.84K Hold
71
– – ﹤0.01% 294
2025
Q1 		$5.03K Buy
+71
New +$4.83K ﹤0.01% 274

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

Olistico Wealth's XEL Position: Q3 2026 in Review

Olistico Wealth held its Xcel Energy (XEL) position steady in Q3 2026 at 71 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Olistico Wealth first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.3K in Q4 2025. 304 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Olistico Wealth held 71 shares of Xcel Energy worth $5K as of Q3 2026.
  • Olistico Wealth left its Xcel Energy share count unchanged in Q3 2026.
  • Xcel Energy made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #303 holding.
  • Olistico Wealth first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • Olistico Wealth's Xcel Energy position peaked at $19.3K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.