The Wealth Group
XEL icon

The Wealth Group’s Xcel Energy XEL Stock Holding History

The Wealth Group’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 		$208K Buy
2,914
+167
+6% +$12.9K 0.04% 90
2026
Q2 		$221K Hold
2,747
– – 0.04% 84
2026
Q1 		$218K Hold
2,747
– – 0.05% 81
2025
Q4 		$203K Hold
2,747
– – 0.05% 82
2025
Q3 		$222K Buy
+2,747
New +$199K 0.05% 77

Other funds holding XEL

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

The Wealth Group's XEL Position: Q3 2026 in Review

The Wealth Group increased its Xcel Energy (XEL) stake by 6.1% in Q3 2026, buying an estimated $12.9K and bringing the position to 2,914 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #90.

The Wealth Group first reported a position in XEL in Q3 2025 and has held it in 5 quarters since. The position peaked at $222K in Q3 2025. 364 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • The Wealth Group held 2,914 shares of Xcel Energy worth $208K as of Q3 2026.
  • The Wealth Group bought 167 Xcel Energy shares in Q3 2026, an estimated $12.9K.
  • Xcel Energy made up 0.04% of The Wealth Group's portfolio in Q3 2026, its #90 holding.
  • The Wealth Group first reported a position in Xcel Energy in Q3 2025 and has held it in 5 quarters since.
  • The Wealth Group's Xcel Energy position peaked at $222K in Q3 2025.
  • 364 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

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