Principle Wealth Partners’s Xcel Energy XEL Stock Holding History

Principle 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	$258K	Hold	3,667	–	–	0.01%	354
2026 Q2	$294K	Sell	3,667 -995	-21%	-$79.4K	0.01%	336
2026 Q1	$370K	Buy	4,662 +139	+3%	+$10.9K	0.02%	288
2025 Q4	$334K	Buy	4,523 +36	+0.8%	+$2.84K	0.02%	296
2025 Q3	$362K	Hold	4,487	–	–	0.02%	278
2025 Q2	$306K	Hold	4,487	–	–	0.02%	300
2025 Q1	$318K	Hold	4,487	–	–	0.02%	281
2024 Q4	$303K	Buy	4,487 +140	+3%	+$9.39K	0.02%	284
2024 Q3	$284K	Buy	4,347 +367	+9%	+$21.8K	0.02%	291
2024 Q2	$213K	Hold	3,980	–	–	0.02%	315
2024 Q1	$214K	Hold	3,980	–	–	0.02%	326
2023 Q4	$246K	Hold	3,980	–	–	0.02%	300
2023 Q3	$228K	Hold	3,980	–	–	0.02%	292
2023 Q2	$247K	Hold	3,980	–	–	0.02%	289
2023 Q1	$268K	Hold	3,980	–	–	0.03%	271
2022 Q4	$279K	Hold	3,980	–	–	0.03%	262
2022 Q3	$255K	Hold	3,980	–	–	0.02%	251
2022 Q2	$282K	Hold	3,980	–	–	0.03%	254
2022 Q1	$287K	Hold	3,980	–	–	0.03%	267
2021 Q4	$269K	Hold	3,980	–	–	0.03%	273
2021 Q3	$249K	Hold	3,980	–	–	0.03%	276
2021 Q2	$262K	Hold	3,980	–	–	0.03%	275
2021 Q1	$265K	Hold	3,980	–	–	0.03%	252
2020 Q4	$265K	Buy	+3,980	New	+$277K	0.03%	235

Other funds holding XEL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principle Wealth Partners's XEL Position: Q3 2026 in Review

Principle Wealth Partners held its Xcel Energy (XEL) position steady in Q3 2026 at 3,667 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #354.

Principle Wealth Partners first reported a position in XEL in Q4 2020 and has held it in 24 quarters since. The position peaked at $370K in Q1 2026. 695 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Principle Wealth Partners held 3,667 shares of Xcel Energy worth $258K as of Q3 2026.
Principle Wealth Partners left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up 0.01% of Principle Wealth Partners's portfolio in Q3 2026, its #354 holding.
Principle Wealth Partners first reported a position in Xcel Energy in Q4 2020 and has held it in 24 quarters since.
Principle Wealth Partners's Xcel Energy position peaked at $370K in Q1 2026.
695 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.