SilverOak Wealth Management
XEL icon

SilverOak Wealth Management’s Xcel Energy XEL Stock Holding History

SilverOak 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 		– Sell
-2,721
Closed -$218K – 134
2026
Q2 		$218K Hold
2,721
– – 0.03% 120
2026
Q1 		$216K Hold
2,721
– – 0.03% 115
2025
Q4 		$201K Buy
+2,721
New +$215K 0.03% 116

Other funds holding XEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

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

SilverOak Wealth Management sold out of Xcel Energy (XEL) in Q3 2026, closing a stake of 2,721 shares — an estimated $218K sold.

SilverOak Wealth Management first reported a position in XEL in Q4 2025 and held it in 3 quarters. The position peaked at $218K in Q2 2026. 758 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • SilverOak Wealth Management reported no remaining Xcel Energy position as of Q3 2026 after selling out during the quarter.
  • SilverOak Wealth Management sold 2,721 Xcel Energy shares in Q3 2026, an estimated $218K.
  • SilverOak Wealth Management first reported a position in Xcel Energy in Q4 2025 and held it in 3 quarters.
  • SilverOak Wealth Management's Xcel Energy position peaked at $218K in Q2 2026.
  • 758 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on SilverOak Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.