Affiance Financial
XEL icon

Affiance Financial’s Xcel Energy XEL Stock Holding History

Affiance 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
Q3 		$337K Buy
4,776
+184
+4% +$14.2K 0.05% 88
2026
Q2 		$369K Hold
4,592
– – 0.05% 84
2026
Q1 		$365K Hold
4,592
– – 0.06% 87
2025
Q4 		$339K Sell
4,592
-1,397
-23% -$110K 0.05% 84
2025
Q3 		$483K Sell
5,989
-78
-1% -$5.64K 0.09% 73
2025
Q2 		$413K Hold
6,067
– – 0.08% 75
2025
Q1 		$429K Sell
6,067
-100
-2% -$6.81K 0.1% 71
2024
Q4 		$416K Sell
6,167
-353
-5% -$23.7K 0.1% 73
2024
Q3 		$426K Buy
6,520
+43
+0.7% +$2.55K 0.1% 72
2024
Q2 		$346K Sell
6,477
-275
-4% -$15K 0.09% 77
2024
Q1 		$363K Hold
6,752
– – 0.1% 76
2023
Q4 		$418K Sell
6,752
-389
-5% -$23.3K 0.12% 72
2023
Q3 		$409K Sell
7,141
-21
-0.3% -$1.26K 0.21% 70
2023
Q2 		$445K Buy
7,162
+137
+2% +$9.15K 0.22% 71
2023
Q1 		$474K Sell
7,025
-191
-3% -$12.9K 0.25% 65
2022
Q4 		$506K Buy
7,216
+115
+2% +$7.65K 0.21% 70
2022
Q3 		$454K Buy
7,101
+328
+5% +$23.9K 0.26% 49
2022
Q2 		$479K Sell
6,773
-95
-1% -$6.91K 0.26% 52
2022
Q1 		$496K Hold
6,868
– – 0.24% 61
2021
Q4 		$465K Hold
6,868
– – 0.19% 78
2021
Q3 		$429K Sell
6,868
-137
-2% -$9.26K 0.19% 77
2021
Q2 		$461K Hold
7,005
– – 0.2% 76
2021
Q1 		$466K Buy
7,005
+2,795
+66% +$177K 0.21% 74
2020
Q4 		$281K Buy
4,210
+63
+2% +$4.39K 0.15% 88
2020
Q3 		$286K Buy
+4,147
New +$283K 0.17% 81
2020
Q1 		– Sell
-3,147
Closed -$200K – 152
2019
Q4 		$200K Buy
+3,147
New +$197K 0.11% 89

Other funds holding XEL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Affiance Financial's XEL Position: Q3 2026 in Review

Affiance Financial increased its Xcel Energy (XEL) stake by 4% in Q3 2026, buying an estimated $14.2K and bringing the position to 4,776 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #88.

Affiance Financial first reported a position in XEL in Q4 2019 and has held it in 26 quarters since. The position peaked at $506K in Q4 2022. 889 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Affiance Financial held 4,776 shares of Xcel Energy worth $337K as of Q3 2026.
  • Affiance Financial bought 184 Xcel Energy shares in Q3 2026, an estimated $14.2K.
  • Xcel Energy made up 0.05% of Affiance Financial's portfolio in Q3 2026, its #88 holding.
  • Affiance Financial first reported a position in Xcel Energy in Q4 2019 and has held it in 26 quarters since.
  • Affiance Financial's Xcel Energy position peaked at $506K in Q4 2022.
  • 889 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.