Ares Financial Consulting
XEL icon

Ares Financial Consulting’s Xcel Energy XEL Stock Holding History

Ares Financial Consulting’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 		$6.84K Hold
97
– – ﹤0.01% 635
2026
Q2 		$7.79K Buy
97
+38
+64% +$3.03K 0.01% 624
2026
Q1 		$4.7K Hold
59
– – ﹤0.01% 697
2025
Q4 		$4.36K Buy
+59
New +$4.65K ﹤0.01% 513

Other funds holding XEL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Ares Financial Consulting's XEL Position: Q3 2026 in Review

Ares Financial Consulting held its Xcel Energy (XEL) position steady in Q3 2026 at 97 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Ares Financial Consulting first reported a position in XEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.79K in Q2 2026. 991 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Ares Financial Consulting held 97 shares of Xcel Energy worth $6.84K as of Q3 2026.
  • Ares Financial Consulting left its Xcel Energy share count unchanged in Q3 2026.
  • Xcel Energy made up ﹤0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #635 holding.
  • Ares Financial Consulting first reported a position in Xcel Energy in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Xcel Energy position peaked at $7.79K in Q2 2026.
  • 991 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.