3 Factor Indexing’s Xcel Energy XEL Stock Holding History

3 Factor Indexing’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	$161	Hold	2	–	–	﹤0.01%	325
2026 Q1	$159	Buy	+2	New	+$157	﹤0.01%	329

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

3 Factor Indexing's XEL Position: Q2 2026 in Review

3 Factor Indexing held its Xcel Energy (XEL) position steady in Q2 2026 at 2 shares worth $161. The position accounts for ﹤0.01% of the portfolio, ranked #325.

3 Factor Indexing first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 1,233 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

3 Factor Indexing held 2 shares of Xcel Energy worth $161 as of Q2 2026.
3 Factor Indexing left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #325 holding.
3 Factor Indexing first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
1,233 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.