Perigon Wealth Management
XEL icon

Perigon Wealth Management’s Xcel Energy XEL Stock Holding History

Perigon Wealth 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
Q3 		$560K Sell
7,953
-222
-3% -$17.1K 0.01% 848
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Perigon Wealth Management's XEL Position: Q3 2026 in Review

Perigon Wealth Management reduced its Xcel Energy (XEL) stake by 2.7% in Q3 2026, selling an estimated $17.1K and leaving 7,953 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #848.

Perigon Wealth Management first reported a position in XEL in Q1 2016 and has held it in 30 quarters since. The position peaked at $656K in Q2 2026. 494 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Perigon Wealth Management held 7,953 shares of Xcel Energy worth $560K as of Q3 2026.
  • Perigon Wealth Management sold 222 Xcel Energy shares in Q3 2026, an estimated $17.1K.
  • Xcel Energy made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #848 holding.
  • Perigon Wealth Management first reported a position in Xcel Energy in Q1 2016 and has held it in 30 quarters since.
  • Perigon Wealth Management's Xcel Energy position peaked at $656K in Q2 2026.
  • 494 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.