Rothwell Investment Advisors, LLC’s Xcel Energy XEL Stock Holding History

Rothwell Investment Advisors, 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	$34K	Buy	+483	New	+$37.2K	0.02%	502

Other funds holding XEL

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Rothwell Investment Advisors, LLC's XEL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Xcel Energy (XEL) in Q3 2026: 483 shares worth $34K. The stake represents 0.02% of the portfolio and ranks #502 among its holdings.

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

Rothwell Investment Advisors, LLC held 483 shares of Xcel Energy worth $34K as of Q3 2026.
Xcel Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Xcel Energy made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #502 holding.
758 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.