Waycross Partners’s Xcel Energy XEL Stock Holding History

Waycross 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	$1.57M	Buy	22,241 +16,691	+301%	+$1.28M	0.12%	42
2026 Q2	$446K	Hold	5,550	–	–	0.04%	55
2026 Q1	$441K	Hold	5,550	–	–	0.04%	53
2025 Q4	$410K	Hold	5,550	–	–	0.03%	73
2025 Q3	$448K	Hold	5,550	–	–	0.04%	71
2025 Q2	$378K	Buy	+5,550	New	+$385K	0.04%	72

Other funds holding XEL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Waycross Partners's XEL Position: Q3 2026 in Review

Waycross Partners increased its Xcel Energy (XEL) stake by 301% in Q3 2026, buying an estimated $1.28M and bringing the position to 22,241 shares worth $1.57M. The position accounts for 0.12% of the portfolio, ranked #42.

Waycross Partners first reported a position in XEL in Q2 2025 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Waycross Partners held 22,241 shares of Xcel Energy worth $1.57M as of Q3 2026.
Waycross Partners bought 16,691 Xcel Energy shares in Q3 2026, an estimated $1.28M.
Xcel Energy made up 0.12% of Waycross Partners's portfolio in Q3 2026, its #42 holding.
Waycross Partners first reported a position in Xcel Energy in Q2 2025 and has held it in 6 quarters since.
758 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Waycross Partners's 13F filing for Q3 2026, filed 3 Nov 2026.