Portside Wealth Group
XEL icon

Portside Wealth Group’s Xcel Energy XEL Stock Holding History

Portside Wealth Group’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 		$209K Sell
2,963
-47
-2% -$3.62K 0.02% 504
2026
Q2 		$242K Sell
3,010
-101
-3% -$8.06K 0.03% 451
2026
Q1 		$247K Sell
3,111
-1
-0% -$78 0.03% 407
2025
Q4 		$230K Sell
3,112
-126
-4% -$9.9K 0.03% 421
2025
Q3 		$261K Buy
3,238
+120
+4% +$8.68K 0.04% 414
2025
Q2 		$212K Buy
3,118
+271
+10% +$18.8K 0.03% 432
2025
Q1 		$202K Buy
+2,847
New +$194K 0.03% 408

Other funds holding XEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Portside Wealth Group's XEL Position: Q3 2026 in Review

Portside Wealth Group reduced its Xcel Energy (XEL) stake by 1.6% in Q3 2026, selling an estimated $3.62K and leaving 2,963 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #504.

Portside Wealth Group first reported a position in XEL in Q1 2025 and has held it in 7 quarters since. The position peaked at $261K in Q3 2025. 650 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Portside Wealth Group held 2,963 shares of Xcel Energy worth $209K as of Q3 2026.
  • Portside Wealth Group sold 47 Xcel Energy shares in Q3 2026, an estimated $3.62K.
  • Xcel Energy made up 0.02% of Portside Wealth Group's portfolio in Q3 2026, its #504 holding.
  • Portside Wealth Group first reported a position in Xcel Energy in Q1 2025 and has held it in 7 quarters since.
  • Portside Wealth Group's Xcel Energy position peaked at $261K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.