Pacifica Partners’s Xcel Energy XEL Stock Holding History

Pacifica 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	$3.18K	Hold	45	–	–	﹤0.01%	358
2026 Q2	$3.69K	Hold	45	–	–	﹤0.01%	366
2026 Q1	$3.58K	Hold	45	–	–	﹤0.01%	374
2025 Q4	$3.36K	Hold	45	–	–	﹤0.01%	365
2025 Q3	$3.61K	Hold	45	–	–	﹤0.01%	418
2025 Q2	$3.05K	Hold	45	–	–	﹤0.01%	440
2025 Q1	$3.25K	Hold	45	–	–	﹤0.01%	413
2024 Q4	$3.01K	Hold	45	–	–	﹤0.01%	409
2024 Q3	$2.94K	Hold	45	–	–	﹤0.01%	433
2024 Q2	$2.37K	Buy	+45	New	+$2.45K	﹤0.01%	463
2020 Q2	–	Sell	-28	Closed	-$2K	–	409
2020 Q1	$2K	Hold	28	–	–	﹤0.01%	341
2019 Q4	$2K	Buy	+28	New	+$1.75K	﹤0.01%	341

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

Pacifica Partners's XEL Position: Q3 2026 in Review

Pacifica Partners held its Xcel Energy (XEL) position steady in Q3 2026 at 45 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Pacifica Partners first reported a position in XEL in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.69K in Q2 2026. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Pacifica Partners held 45 shares of Xcel Energy worth $3.18K as of Q3 2026.
Pacifica Partners left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up ﹤0.01% of Pacifica Partners's portfolio in Q3 2026, its #358 holding.
Pacifica Partners first reported a position in Xcel Energy in Q4 2019 and has held it in 12 quarters since.
Pacifica Partners's Xcel Energy position peaked at $3.69K in Q2 2026.
303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.