3F
XEL icon

360 Financial’s Xcel Energy XEL Stock Holding History

360 Financial’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 		$203K Hold
2,532
– – 0.05% 81
2026
Q1 		$201K Buy
+2,532
New +$199K 0.06% 78
2025
Q4 		– Sell
-2,532
Closed -$204K – 92
2025
Q3 		$204K Buy
+2,532
New +$183K 0.07% 81

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

360 Financial's XEL Position: Q2 2026 in Review

360 Financial held its Xcel Energy (XEL) position steady in Q2 2026 at 2,532 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #81.

360 Financial first reported a position in XEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $204K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • 360 Financial held 2,532 shares of Xcel Energy worth $203K as of Q2 2026.
  • 360 Financial left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.05% of 360 Financial's portfolio in Q2 2026, its #81 holding.
  • 360 Financial first reported a position in Xcel Energy in Q3 2025 and has held it in 3 quarters since.
  • 360 Financial's Xcel Energy position peaked at $204K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.