Planning Strategies Inc.’s Xcel Energy XEL Stock Holding History

Planning Strategies Inc.’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	$2.17K	Buy	+27	New	+$2.15K	﹤0.01%	570

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s XEL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Xcel Energy (XEL) in Q2 2026: 27 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

468 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Planning Strategies Inc. held 27 shares of Xcel Energy worth $2.17K as of Q2 2026.
Xcel Energy was a new Planning Strategies Inc. position in Q2 2026.
Xcel Energy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #570 holding.
468 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.