RDA Financial Network
XEL icon

RDA Financial Network’s Xcel Energy XEL Stock Holding History

RDA Financial Network’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 		$294K Sell
4,171
-14
-0.3% -$1.08K 0.06% 211
2026
Q2 		$336K Buy
4,185
+25
+0.6% +$2K 0.07% 208
2026
Q1 		$330K Buy
4,160
+51
+1% +$4K 0.08% 202
2025
Q4 		$303K Buy
4,109
+51
+1% +$4.02K 0.07% 212
2025
Q3 		$327K Sell
4,058
-193
-5% -$14K 0.08% 199
2025
Q2 		$290K Sell
4,251
-498
-10% -$34.5K 0.08% 210
2025
Q1 		$336K Sell
4,749
-802
-14% -$54.6K 0.1% 176
2024
Q4 		$375K Sell
5,551
-449
-7% -$30.1K 0.11% 166
2024
Q3 		$392K Sell
6,000
-750
-11% -$44.5K 0.12% 161
2024
Q2 		$361K Buy
6,750
+1,353
+25% +$73.6K 0.12% 161
2024
Q1 		$290K Hold
5,397
– – 0.1% 185
2023
Q4 		$334K Hold
5,397
– – 0.13% 162
2023
Q3 		$309K Sell
5,397
-302
-5% -$18.2K 0.13% 162
2023
Q2 		$354K Buy
5,699
+41
+0.7% +$2.74K 0.15% 144
2023
Q1 		$382K Sell
5,658
-49
-0.9% -$3.31K 0.17% 127
2022
Q4 		$400K Sell
5,707
-72
-1% -$4.79K 0.2% 117
2022
Q3 		$370K Hold
5,779
– – 0.2% 120
2022
Q2 		$409K Hold
5,779
– – 0.21% 119
2022
Q1 		$417K Sell
5,779
-292
-5% -$20.1K 0.18% 129
2021
Q4 		$411K Hold
6,071
– – 0.17% 139
2021
Q3 		$379K Hold
6,071
– – 0.17% 140
2021
Q2 		$400K Hold
6,071
– – 0.18% 133
2021
Q1 		$404K Sell
6,071
-98
-2% -$6.2K 0.17% 140
2020
Q4 		$411K Buy
6,169
+712
+13% +$49.6K 0.19% 129
2020
Q3 		$377K Buy
5,457
+456
+9% +$31.1K 0.17% 127
2020
Q2 		$313K Hold
5,001
– – 0.16% 142
2020
Q1 		$302K Sell
5,001
-450
-8% -$29.3K 0.18% 122
2019
Q4 		$368K Hold
5,451
– – 0.15% 154
2019
Q3 		$334K Buy
5,451
+105
+2% +$6.54K 0.14% 154
2019
Q2 		$325K Hold
5,346
– – 0.15% 155
2019
Q1 		$298K Buy
+5,346
New +$284K 0.14% 160

Other funds holding XEL

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RDA Financial Network's XEL Position: Q3 2026 in Review

RDA Financial Network reduced its Xcel Energy (XEL) stake by 0.33% in Q3 2026, selling an estimated $1.08K and leaving 4,171 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #211.

RDA Financial Network first reported a position in XEL in Q1 2019 and has held it in 31 quarters since. The position peaked at $417K in Q1 2022. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • RDA Financial Network held 4,171 shares of Xcel Energy worth $294K as of Q3 2026.
  • RDA Financial Network sold 14 Xcel Energy shares in Q3 2026, an estimated $1.08K.
  • Xcel Energy made up 0.06% of RDA Financial Network's portfolio in Q3 2026, its #211 holding.
  • RDA Financial Network first reported a position in Xcel Energy in Q1 2019 and has held it in 31 quarters since.
  • RDA Financial Network's Xcel Energy position peaked at $417K in Q1 2022.
  • 303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.