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Third View Private Wealth’s Xcel Energy XEL Stock Holding History

Third View Private 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
Q2 		$352K Sell
4,382
-1,064
-20% -$84.9K 0.04% 229
2026
Q1 		$433K Buy
5,446
+292
+6% +$22.9K 0.06% 186
2025
Q4 		$381K Buy
+5,154
New +$406K 0.05% 200

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Third View Private Wealth's XEL Position: Q2 2026 in Review

Third View Private Wealth reduced its Xcel Energy (XEL) stake by 20% in Q2 2026, selling an estimated $84.9K and leaving 4,382 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #229.

Third View Private Wealth first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $433K in Q1 2026. 745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Third View Private Wealth held 4,382 shares of Xcel Energy worth $352K as of Q2 2026.
  • Third View Private Wealth sold 1,064 Xcel Energy shares in Q2 2026, an estimated $84.9K.
  • Xcel Energy made up 0.04% of Third View Private Wealth's portfolio in Q2 2026, its #229 holding.
  • Third View Private Wealth first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Xcel Energy position peaked at $433K in Q1 2026.
  • 745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.