XY Planning Network
XEL icon

XY Planning Network’s Xcel Energy XEL Stock Holding History

XY Planning Network’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 		$201K Buy
2,857
+46
+2% +$3.54K 0.02% 379
2026
Q2 		$226K Buy
2,811
+126
+5% +$10.1K 0.03% 322
2026
Q1 		$214K Buy
+2,685
New +$211K 0.03% 267

Other funds holding XEL

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

XY Planning Network's XEL Position: Q3 2026 in Review

XY Planning Network increased its Xcel Energy (XEL) stake by 1.6% in Q3 2026, buying an estimated $3.54K and bringing the position to 2,857 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #379.

XY Planning Network first reported a position in XEL in Q1 2026 and has held it in 3 quarters since. The position peaked at $226K in Q2 2026. 364 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • XY Planning Network held 2,857 shares of Xcel Energy worth $201K as of Q3 2026.
  • XY Planning Network bought 46 Xcel Energy shares in Q3 2026, an estimated $3.54K.
  • Xcel Energy made up 0.02% of XY Planning Network's portfolio in Q3 2026, its #379 holding.
  • XY Planning Network first reported a position in Xcel Energy in Q1 2026 and has held it in 3 quarters since.
  • XY Planning Network's Xcel Energy position peaked at $226K in Q2 2026.
  • 364 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.