Third View Private Wealth
XEL icon

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
Q3 		$276K Sell
3,920
-462
-11% -$35.6K 0.03% 233
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Third View Private Wealth's XEL Position: Q3 2026 in Review

Third View Private Wealth reduced its Xcel Energy (XEL) stake by 11% in Q3 2026, selling an estimated $35.6K and leaving 3,920 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #233.

Third View Private Wealth first reported a position in XEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $433K in Q1 2026. 650 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Third View Private Wealth held 3,920 shares of Xcel Energy worth $276K as of Q3 2026.
  • Third View Private Wealth sold 462 Xcel Energy shares in Q3 2026, an estimated $35.6K.
  • Xcel Energy made up 0.03% of Third View Private Wealth's portfolio in Q3 2026, its #233 holding.
  • Third View Private Wealth first reported a position in Xcel Energy in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Xcel Energy position peaked at $433K in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.