Premier Path Wealth Partners’s Xcel Energy XEL Stock Holding History

Premier Path Wealth Partners’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	$222K	Sell	3,144 -388	-11%	-$29.9K	0.03%	364
2026 Q2	$284K	Sell	3,532 -351	-9%	-$28K	0.03%	367
2026 Q1	$308K	Buy	3,883 +263	+7%	+$20.6K	0.04%	343
2025 Q4	$267K	Buy	3,620 +192	+6%	+$15.1K	0.03%	344
2025 Q3	$276K	Buy	3,428 +364	+12%	+$26.3K	0.04%	344
2025 Q2	$209K	Buy	3,064 +7	+0.2%	+$485	0.03%	375
2025 Q1	$216K	Sell	3,057 -738	-19%	-$50.2K	0.03%	355
2024 Q4	$256K	Buy	+3,795	New	+$255K	0.04%	328

Other funds holding XEL

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

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

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

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Premier Path Wealth Partners's XEL Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Xcel Energy (XEL) stake by 11% in Q3 2026, selling an estimated $29.9K and leaving 3,144 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #364.

Premier Path Wealth Partners first reported a position in XEL in Q4 2024 and has held it in 8 quarters since. The position peaked at $308K in Q1 2026. 364 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Premier Path Wealth Partners held 3,144 shares of Xcel Energy worth $222K as of Q3 2026.
Premier Path Wealth Partners sold 388 Xcel Energy shares in Q3 2026, an estimated $29.9K.
Xcel Energy made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #364 holding.
Premier Path Wealth Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 8 quarters since.
Premier Path Wealth Partners's Xcel Energy position peaked at $308K in Q1 2026.
364 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.