Perigon Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $656K | Buy |
8,175
+672
| +9% | +$53.6K | 0.01% | 757 |
|
|
2026
Q1 | $596K | Sell |
7,503
-10
| -0.1% | -$784 | 0.01% | 724 |
|
|
2025
Q4 | $555K | Buy |
7,513
+50
| +0.7% | +$3.94K | 0.01% | 745 |
|
|
2025
Q3 | $602K | Buy |
7,463
+774
| +12% | +$56K | 0.01% | 675 |
|
|
2025
Q2 | $456K | Buy |
6,689
+555
| +9% | +$38.5K | 0.01% | 695 |
|
|
2025
Q1 | $434K | Buy |
6,134
+197
| +3% | +$13.4K | 0.01% | 679 |
|
|
2024
Q4 | $393K | Buy |
5,937
+231
| +4% | +$15.5K | 0.01% | 721 |
|
|
2024
Q3 | $373K | Buy |
+5,706
| New | +$338K | 0.01% | 708 |
|
|
2024
Q1 | – | Sell |
-3,346
| Closed | -$207K | – | 931 |
|
|
2023
Q4 | $207K | Buy |
+3,346
| New | +$201K | 0.01% | 779 |
|
|
2023
Q3 | – | Sell |
-9,270
| Closed | -$576K | – | 824 |
|
|
2023
Q2 | $576K | Sell |
9,270
-100
| -1% | -$6.68K | 0.02% | 425 |
|
|
2023
Q1 | $632K | Buy |
9,370
+237
| +3% | +$16K | 0.04% | 348 |
|
|
2022
Q4 | $640K | Buy |
9,133
+1,024
| +13% | +$68.1K | 0.04% | 346 |
|
|
2022
Q3 | $519K | Sell |
8,109
-240
| -3% | -$17.5K | 0.04% | 327 |
|
|
2022
Q2 | $591K | Buy |
8,349
+852
| +11% | +$62K | 0.05% | 295 |
|
|
2022
Q1 | $541K | Buy |
7,497
+1,068
| +17% | +$73.4K | 0.04% | 343 |
|
|
2021
Q4 | $435K | Buy |
6,429
+257
| +4% | +$16.8K | 0.03% | 369 |
|
|
2021
Q3 | $386K | Buy |
6,172
+951
| +18% | +$64.2K | 0.03% | 360 |
|
|
2021
Q2 | $344K | Buy |
5,221
+173
| +3% | +$12K | 0.03% | 373 |
|
|
2021
Q1 | $336K | Buy |
5,048
+498
| +11% | +$31.5K | 0.03% | 369 |
|
|
2020
Q4 | $303K | Buy |
+4,550
| New | +$317K | 0.04% | 327 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$11K | – | 598 |
|
|
2018
Q1 | $11K | Hold |
250
| – | – | ﹤0.01% | 508 |
|
|
2017
Q4 | $12K | Sell |
250
-937
| -79% | -$46.5K | ﹤0.01% | 478 |
|
|
2017
Q3 | $57K | Hold |
1,187
| – | – | 0.02% | 319 |
|
|
2017
Q2 | $55K | Hold |
1,187
| – | – | 0.01% | 372 |
|
|
2017
Q1 | $53K | Hold |
1,187
| – | – | 0.01% | 388 |
|
|
2016
Q4 | $52K | Hold |
1,187
| – | – | 0.01% | 357 |
|
|
2016
Q3 | $49K | Hold |
1,187
| – | – | 0.01% | 316 |
|
|
2016
Q2 | $53K | Hold |
1,187
| – | – | 0.01% | 275 |
|
|
2016
Q1 | $50K | Buy |
+1,187
| New | +$46.3K | 0.02% | 196 |
|
Other funds holding XEL
Perigon Wealth Management's XEL Position: Q2 2026 in Review
Perigon Wealth Management increased its Xcel Energy (XEL) stake by 9% in Q2 2026, buying an estimated $53.6K and bringing the position to 8,175 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #757.
Perigon Wealth Management first reported a position in XEL in Q1 2016 and has held it in 29 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Perigon Wealth Management held 8,175 shares of Xcel Energy worth $656K as of Q2 2026.
- Perigon Wealth Management bought 672 Xcel Energy shares in Q2 2026, an estimated $53.6K.
- Xcel Energy made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #757 holding.
- Perigon Wealth Management first reported a position in Xcel Energy in Q1 2016 and has held it in 29 quarters since.
- 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.