Back to XELLL
Creative Planning XELLL Position History
Xcel Energy Inc. • Utilities
Quarters held
9
Latest value
$42.8M
Q3 2026
Peak value
$42.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $111K |
| Q3 2025 | $29.3M |
| Q4 2025 | $25.1M |
| Q1 2026 | $256K |
| Q1 2026 | $34.8M |
| Q2 2026 | $203K |
| Q2 2026 | $42.7M |
| Q3 2026 | $178K |
| Q3 2026 | $42.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42.8M | 607.3K | — | — |
| Q3 2026 | $178K | 2.5K | — | — |
| Q2 2026 | $42.7M | 531.8K | — | — |
| Q2 2026 | $203K | 2.5K | — | — |
| Q1 2026 | $34.8M | 438.0K | — | — |
| Q1 2026 | $256K | 3.2K | — | — |
| Q4 2025 | $25.1M | 340.3K | — | — |
| Q3 2025 | $29.3M | 363.9K | — | — |
| Q3 2025 | $111K | 1.4K | — | — |
Other funds holding XELLL
$5.7B
$5.3B
$5.1B
$4.9B
$3.1B
$3.1B
$2.9B