Planning Center Inc’s Xcel Energy XEL Stock Holding History

Planning Center Inc’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	$300K	Hold	3,740	–	–	0.03%	65
2026 Q1	$297K	Buy	3,740 +4	+0.1%	+$314	0.03%	60
2025 Q4	$276K	Sell	3,736 -69	-2%	-$5.44K	0.03%	62
2025 Q3	$307K	Hold	3,805	–	–	0.03%	59
2025 Q2	$259K	Hold	3,805	–	–	0.03%	63
2025 Q1	$269K	Hold	3,805	–	–	0.03%	58
2024 Q4	$257K	Hold	3,805	–	–	0.03%	55
2024 Q3	$248K	Hold	3,805	–	–	0.03%	59
2024 Q2	$203K	Sell	3,805 -1	-0%	-$54	0.03%	65
2024 Q1	$205K	Sell	3,806 -2	-0.1%	-$114	0.04%	58
2023 Q4	$236K	Sell	3,808 -2,595	-41%	-$156K	0.05%	57
2023 Q3	$366K	Hold	6,403	–	–	0.1%	43
2023 Q2	$398K	Buy	6,403 +17	+0.3%	+$1.14K	0.1%	39
2023 Q1	$454K	Hold	6,386	–	–	0.12%	35
2022 Q4	$448K	Buy	6,386 +1,907	+43%	+$127K	0.14%	35
2022 Q3	$268K	Hold	4,479	–	–	0.21%	34
2022 Q2	$318K	Hold	4,479	–	–	0.25%	32
2022 Q1	$323K	Hold	4,479	–	–	0.93%	28
2021 Q4	$312K	Buy	+4,479	New	+$292K	0.25%	34

Other funds holding XEL

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Planning Center Inc's XEL Position: Q2 2026 in Review

Planning Center Inc held its Xcel Energy (XEL) position steady in Q2 2026 at 3,740 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #65.

Planning Center Inc first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $454K in Q1 2023. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Planning Center Inc held 3,740 shares of Xcel Energy worth $300K as of Q2 2026.
Planning Center Inc left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.03% of Planning Center Inc's portfolio in Q2 2026, its #65 holding.
Planning Center Inc first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
Planning Center Inc's Xcel Energy position peaked at $454K in Q1 2023.
522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.