Superior Planning, LLC’s Xcel Energy XEL Stock Holding History

Superior Planning, LLC’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 Q3	$8.03K	Buy	+114	New	+$8.78K	﹤0.01%	1014

Other funds holding XEL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Superior Planning, LLC's XEL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Xcel Energy (XEL) in Q3 2026: 114 shares worth $8.03K. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings.

889 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Superior Planning, LLC held 114 shares of Xcel Energy worth $8.03K as of Q3 2026.
Xcel Energy was a new Superior Planning, LLC position in Q3 2026.
Xcel Energy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1014 holding.
889 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.