TrueNorth Wealth & Impact, LLC’s Xcel Energy XEL Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$390K	Buy	+5,537	New	+$426K	0.15%	106

Other funds holding XEL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's XEL Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Xcel Energy (XEL) in Q3 2026: 5,537 shares worth $390K. The stake represents 0.15% of the portfolio and ranks #106 among its holdings.

1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 5,537 shares of Xcel Energy worth $390K as of Q3 2026.
Xcel Energy was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Xcel Energy made up 0.15% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #106 holding.
1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.