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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

360 Financial's XEL Position: Q1 2026 in Review

360 Financial opened a new position in Xcel Energy (XEL) in Q1 2026: 2,532 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #78 among its holdings. This is a return to the name: 360 Financial previously reported a position in XEL as recently as Q3 2025.

360 Financial first reported a position in XEL in Q3 2025 and has held it in 2 quarters since. The position peaked at $204K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • 360 Financial held 2,532 shares of Xcel Energy worth $201K as of Q1 2026.
  • Xcel Energy was a new 360 Financial position in Q1 2026.
  • Xcel Energy made up 0.06% of 360 Financial's portfolio in Q1 2026, its #78 holding.
  • 360 Financial first reported a position in Xcel Energy in Q3 2025 and has held it in 2 quarters since.
  • 360 Financial's Xcel Energy position peaked at $204K in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.