StackStone Wealth’s Xcel Energy XEL Stock Holding History

StackStone Wealth’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	$240K	Buy	+3,406	New	+$262K	0.02%	305

Other funds holding XEL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

StackStone Wealth's XEL Position: Q3 2026 in Review

StackStone Wealth opened a new position in Xcel Energy (XEL) in Q3 2026: 3,406 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings.

427 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

StackStone Wealth held 3,406 shares of Xcel Energy worth $240K as of Q3 2026.
Xcel Energy was a new StackStone Wealth position in Q3 2026.
Xcel Energy made up 0.02% of StackStone Wealth's portfolio in Q3 2026, its #305 holding.
427 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.