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 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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return