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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ares Financial Consulting's XEL Position: Q2 2026 in Review

Ares Financial Consulting increased its Xcel Energy (XEL) stake by 64% in Q2 2026, buying an estimated $3.03K and bringing the position to 97 shares worth $7.79K. The position accounts for 0.01% of the portfolio, ranked #624.

Ares Financial Consulting first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ares Financial Consulting held 97 shares of Xcel Energy worth $7.79K as of Q2 2026.
  • Ares Financial Consulting bought 38 Xcel Energy shares in Q2 2026, an estimated $3.03K.
  • Xcel Energy made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #624 holding.
  • Ares Financial Consulting first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.