NORTH POINT PORTFOLIO MANAGERS CORP/OH XEL — XCEL ENERGY INC COM

Ownership history in NORTH POINT PORTFOLIO MANAGERS CORP/OH  ·  50 quarters on record

AI Ownership Summary

NORTH POINT PORTFOLIO MANAGERS CORP/OH reported XCEL ENERGY INC COM (XEL) in 50 quarterly 13F filings from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q3. The latest visible filing shows XEL at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTH POINT PORTFOLIO MANAGERS CORP/OH's position in XCEL ENERGY INC COM, 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 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.

How NORTH POINT PORTFOLIO MANAGERS CORP/OH 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 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 978 -4,060 -80.6% 0.01% $70K 2026-10-07 $72.42
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NORTH POINT PORTFOLIO MANAGERS CORP/OH and XEL

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

How long has NORTH POINT PORTFOLIO MANAGERS CORP/OH reported owning XEL?

NORTH POINT PORTFOLIO MANAGERS CORP/OH reported XEL across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported XEL position in NORTH POINT PORTFOLIO MANAGERS CORP/OH's portfolio?

The largest reported portfolio weight for XEL was 0.01% in 2026 Q3.

What is the latest reported XEL position on this page?

The most recent filing on this page is 2026 Q3, when NORTH POINT PORTFOLIO MANAGERS CORP/OH reported 978 shares, equal to 0.01% of portfolio, with an estimated market value of $70K.

What does the chart on this XEL ownership page compare?

The chart compares NORTH POINT PORTFOLIO MANAGERS CORP/OH'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 NORTH POINT PORTFOLIO MANAGERS CORP/OH time their XEL position?

Based on 13F filing dates vs. subsequent XEL price moves, NORTH POINT PORTFOLIO MANAGERS CORP/OH correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on XEL relative to SPY over the holding period was +1.3%.

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