Pinnacle Wealth Planning Services’s Xcel Energy XEL Stock Holding History

Pinnacle Wealth Planning Services’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	$145K	Sell	2,052 -8	-0.4%	-$616	0.01%	652
2026 Q2	$165K	Buy	2,060 +33	+2%	+$2.63K	0.02%	614
2026 Q1	$161K	Buy	2,027 +37	+2%	+$2.9K	0.02%	560
2025 Q4	$147K	Buy	+1,990	New	+$157K	0.02%	597
2023 Q2	–	Sell	-3,435	Closed	-$232K	–	515
2023 Q1	$232K	Buy	3,435 +59	+2%	+$3.98K	0.04%	333
2022 Q4	$237K	Buy	+3,376	New	+$225K	0.04%	314
2021 Q1	–	Sell	-1,458	Closed	-$97K	–	1982
2020 Q4	$97K	Buy	+1,458	New	+$102K	0.02%	482

Other funds holding XEL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Pinnacle Wealth Planning Services's XEL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Xcel Energy (XEL) stake by 0.39% in Q3 2026, selling an estimated $616 and leaving 2,052 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #652.

Pinnacle Wealth Planning Services first reported a position in XEL in Q4 2020 and has held it in 7 quarters since. The position peaked at $237K in Q4 2022. 429 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Pinnacle Wealth Planning Services held 2,052 shares of Xcel Energy worth $145K as of Q3 2026.
Pinnacle Wealth Planning Services sold 8 Xcel Energy shares in Q3 2026, an estimated $616.
Xcel Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #652 holding.
Pinnacle Wealth Planning Services first reported a position in Xcel Energy in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Xcel Energy position peaked at $237K in Q4 2022.
429 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.