Trilogy Capital
XEL icon

Trilogy Capital’s Xcel Energy XEL Stock Holding History

Trilogy Capital’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 		$3.67M Buy
52,018
+48,636
+1,438% +$3.74M 0.14% 122
2026
Q2 		$272K Buy
+3,382
New +$270K 0.01% 347
2018
Q1 		– Sell
-11,715
Closed -$564K – 510
2017
Q4 		$564K Buy
+11,715
New +$581K 0.09% 71

Other funds holding XEL

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
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
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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Trilogy Capital's XEL Position: Q3 2026 in Review

Trilogy Capital increased its Xcel Energy (XEL) stake by 1,438% in Q3 2026, buying an estimated $3.74M and bringing the position to 52,018 shares worth $3.67M. The position accounts for 0.14% of the portfolio, ranked #122.

Trilogy Capital first reported a position in XEL in Q4 2017 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Trilogy Capital held 52,018 shares of Xcel Energy worth $3.67M as of Q3 2026.
  • Trilogy Capital bought 48,636 Xcel Energy shares in Q3 2026, an estimated $3.74M.
  • Xcel Energy made up 0.14% of Trilogy Capital's portfolio in Q3 2026, its #122 holding.
  • Trilogy Capital first reported a position in Xcel Energy in Q4 2017 and has held it in 3 quarters since.
  • 303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.