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One Wealth Capital Management’s Xcel Energy XEL Stock Holding History

One Wealth Capital 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
Q2 		$456K Buy
5,677
+3,018
+114% +$241K 0.13% 117
2026
Q1 		$211K Sell
2,659
-741
-22% -$58.1K 0.09% 116
2025
Q4 		$251K Buy
3,400
+562
+20% +$44.3K 0.11% 111
2025
Q3 		$229K Buy
+2,838
New +$205K 0.1% 111

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

One Wealth Capital Management's XEL Position: Q2 2026 in Review

One Wealth Capital Management increased its Xcel Energy (XEL) stake by 114% in Q2 2026, buying an estimated $241K and bringing the position to 5,677 shares worth $456K. The position accounts for 0.13% of the portfolio, ranked #117.

One Wealth Capital Management first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • One Wealth Capital Management held 5,677 shares of Xcel Energy worth $456K as of Q2 2026.
  • One Wealth Capital Management bought 3,018 Xcel Energy shares in Q2 2026, an estimated $241K.
  • Xcel Energy made up 0.13% of One Wealth Capital Management's portfolio in Q2 2026, its #117 holding.
  • One Wealth Capital Management first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.