Quaker Wealth Management
XEL icon

Quaker Wealth Management’s Xcel Energy XEL Stock Holding History

Quaker Wealth Management’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 		$1.06K Buy
15
+6
+67% +$462 ﹤0.01% 557
2026
Q2 		$723 Hold
9
– – ﹤0.01% 653
2026
Q1 		$715 Sell
9
-2
-18% -$157 ﹤0.01% 614
2025
Q4 		$813 Buy
11
+4
+57% +$315 ﹤0.01% 579
2025
Q3 		$565 Hold
7
– – ﹤0.01% 572
2025
Q2 		$477 Buy
+7
New +$485 ﹤0.01% 626

Other funds holding XEL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Quaker Wealth Management's XEL Position: Q3 2026 in Review

Quaker Wealth Management increased its Xcel Energy (XEL) stake by 67% in Q3 2026, buying an estimated $462 and bringing the position to 15 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Quaker Wealth Management first reported a position in XEL in Q2 2025 and has held it in 6 quarters since. 889 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Quaker Wealth Management held 15 shares of Xcel Energy worth $1.06K as of Q3 2026.
  • Quaker Wealth Management bought 6 Xcel Energy shares in Q3 2026, an estimated $462.
  • Xcel Energy made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #557 holding.
  • Quaker Wealth Management first reported a position in Xcel Energy in Q2 2025 and has held it in 6 quarters since.
  • 889 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.