VVP
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Venture Visionary Partners’s Xcel Energy XEL Stock Holding History

Venture Visionary Partners’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 		$318K Buy
4,515
+1
+0% +$77 0.01% 557
2026
Q2 		$362K Sell
4,514
-259
-5% -$20.7K 0.01% 525
2026
Q1 		$379K Sell
4,773
-500
-9% -$39.2K 0.01% 471
2025
Q4 		$389K Hold
5,273
– – 0.01% 480
2025
Q3 		$425K Sell
5,273
-608
-10% -$44K 0.01% 453
2025
Q2 		$400K Buy
5,881
+2,158
+58% +$150K 0.02% 445
2025
Q1 		$264K Buy
3,723
+48
+1% +$3.27K 0.01% 487
2024
Q4 		$248K Sell
3,675
-845
-19% -$56.7K 0.01% 488
2024
Q3 		$295K Sell
4,520
-177
-4% -$10.5K 0.01% 457
2024
Q2 		$251K Buy
4,697
+96
+2% +$5.22K 0.01% 487
2024
Q1 		$247K Sell
4,601
-859
-16% -$49.1K 0.01% 486
2023
Q4 		$338K Buy
5,460
+210
+4% +$12.6K 0.02% 416
2023
Q3 		$300K Sell
5,250
-39
-0.7% -$2.34K 0.02% 414
2023
Q2 		$329K Sell
5,289
-43
-0.8% -$2.87K 0.02% 405
2023
Q1 		$360K Buy
5,332
+397
+8% +$26.8K 0.02% 383
2022
Q4 		$346K Buy
4,935
+39
+0.8% +$2.6K 0.03% 376
2022
Q3 		$313K Sell
4,896
-5
-0.1% -$364 0.03% 364
2022
Q2 		$347K Buy
4,901
+343
+8% +$25K 0.03% 356
2022
Q1 		$328K Buy
4,558
+34
+0.8% +$2.34K 0.02% 391
2021
Q4 		$306K Hold
4,524
– – 0.02% 408
2021
Q3 		$282K Buy
4,524
+16
+0.4% +$1.08K 0.02% 414
2021
Q2 		$296K Sell
4,508
-200
-4% -$13.9K 0.02% 391
2021
Q1 		$313K Buy
+4,708
New +$298K 0.03% 367

Other funds holding XEL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Venture Visionary Partners's XEL Position: Q3 2026 in Review

Venture Visionary Partners increased its Xcel Energy (XEL) stake by 0.02% in Q3 2026, buying an estimated $77 and bringing the position to 4,515 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #557.

Venture Visionary Partners first reported a position in XEL in Q1 2021 and has held it in 23 quarters since. The position peaked at $425K in Q3 2025. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Venture Visionary Partners held 4,515 shares of Xcel Energy worth $318K as of Q3 2026.
  • Venture Visionary Partners bought 1 Xcel Energy share in Q3 2026, an estimated $77.
  • Xcel Energy made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #557 holding.
  • Venture Visionary Partners first reported a position in Xcel Energy in Q1 2021 and has held it in 23 quarters since.
  • Venture Visionary Partners's Xcel Energy position peaked at $425K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.