RWS
XEL icon

Retirement Wealth Solutions’s Xcel Energy XEL Stock Holding History

Retirement Wealth Solutions’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 		$776 Sell
11
-1
-8% -$77 ﹤0.01% 790
2026
Q2 		$964 Buy
12
+1
+9% +$80 ﹤0.01% 656
2026
Q1 		$874 Sell
11
-1
-8% -$78 ﹤0.01% 661
2025
Q4 		$887 Hold
12
– – ﹤0.01% 601
2025
Q3 		$968 Buy
+12
New +$868 ﹤0.01% 568

Other funds holding XEL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Retirement Wealth Solutions's XEL Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Xcel Energy (XEL) stake by 8.3% in Q3 2026, selling an estimated $77 and leaving 11 shares worth $776. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Retirement Wealth Solutions first reported a position in XEL in Q3 2025 and has held it in 5 quarters since. The position peaked at $968 in Q3 2025. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Retirement Wealth Solutions held 11 shares of Xcel Energy worth $776 as of Q3 2026.
  • Retirement Wealth Solutions sold 1 Xcel Energy share in Q3 2026, an estimated $77.
  • Xcel Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #790 holding.
  • Retirement Wealth Solutions first reported a position in Xcel Energy in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Xcel Energy position peaked at $968 in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.