Buska Wealth Management, LLC XEL — XCEL ENERGY INC

Ownership history in Buska Wealth Management, LLC  ·  10 quarters on record

AI Ownership Summary

Buska Wealth Management, LLC reported XCEL ENERGY INC (XEL) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows XEL at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Buska Wealth Management, LLC's position in XCEL ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

XEL was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XEL stock page Buska Wealth Management, LLC fund profile Buska Wealth Management, LLC full holdings
How Buska Wealth Management, LLC held XEL — position size vs. price
% of Fund (quarterly)    XEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 5,965 +1,249 +26.5% 0.14% $420K 2026-10-08 $73.36
2026 Q2 ADDED — — — 4,716 +35 +0.7% 0.14% $379K 2026-07-10 $79.42
2026 Q1 ADDED — — — 4,681 +35 +0.8% 0.15% $372K 2026-04-13 $79.21
2025 Q4 REDUCED — — — 4,646 -30 -0.6% 0.13% $343K 2026-01-22 $74.14
2025 Q3 ADDED — — — 4,676 +35 +0.8% 0.11% $377K 2025-11-12 $78.29
2025 Q2 ADDED — — — 4,641 +562 +13.8% 0.09% $316K 2025-07-14 $66.56
2025 Q1 ADDED — — — 4,079 +33 +0.8% 0.09% $289K 2025-04-09 $65.45
2024 Q4 REDUCED 6.5% +6.6% ❌ 4,046 -281 -6.5% 0.09% $273K 2025-03-04 $66.28
2024 Q3 ADDED — — — 4,327 +38 +0.9% 0.10% $283K 2024-10-01 $61.32
2024 Q2 INITIATED — — — 4,289 — — 0.09% $229K 2024-07-01 $48.79

🏢 Other funds also holding XEL

As of 2026 Q3 — sorted by position size

Ausbil Investment Management Ltd 3Y 3.34% EPIQ PARTNERS, LLC 3Y 0.84% Nautilus Advisors LLC 0.2% M.E. ALLISON & CO., INC. 0.15% BOYUM WEALTH ARCHITECTS LLC 0.15% CENTRAL BANK & TRUST CO 3Y 7Y 0.13% MJT & Associates Financial Advisory Group, Inc. 0.13% Legacy Wealth Asset Management, LLC 3Y 0.13% Kure Advisory, LLC 3Y 0.13% REINHART PARTNERS, LLC. 3Y 7Y 0.11%

FAQ About Buska Wealth Management, LLC and XEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Buska Wealth Management, LLC reported owning XEL?

Buska Wealth Management, LLC reported XEL across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported XEL position in Buska Wealth Management, LLC's portfolio?

The largest reported portfolio weight for XEL was 0.15% in 2026 Q1.

What is the latest reported XEL position on this page?

The most recent filing on this page is 2026 Q3, when Buska Wealth Management, LLC reported 5,965 shares, equal to 0.14% of portfolio, with an estimated market value of $420K.

What does the chart on this XEL ownership page compare?

The chart compares Buska Wealth Management, LLC's quarterly XEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Buska Wealth Management, LLC time their XEL position?

Based on 13F filing dates vs. subsequent XEL price moves, Buska Wealth Management, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on XEL relative to SPY over the holding period was +1.4%.

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