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Burkett Financial Services’s Xcel Energy XEL Stock Holding History

Burkett Financial Services’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 		$81.3K Buy
1,153
+322
+39% +$24.8K 0.02% 100
2026
Q2 		$66.7K Buy
831
+6
+0.7% +$479 0.02% 82
2026
Q1 		$65.5K Buy
825
+7
+0.9% +$549 0.02% 84
2025
Q4 		$60.5K Sell
818
-154
-16% -$12.1K 0.02% 87
2025
Q3 		$78.4K Sell
972
-358
-27% -$25.9K 0.03% 82
2025
Q2 		$90.6K Buy
1,330
+11
+0.8% +$763 0.03% 74
2025
Q1 		$93.4K Buy
1,319
+10
+0.8% +$681 0.04% 68
2024
Q4 		$88.4K Buy
1,309
+229
+21% +$15.4K 0.04% 68
2024
Q3 		$70.5K Buy
1,080
+11
+1% +$652 0.03% 69
2024
Q2 		$57.1K Buy
1,069
+10
+0.9% +$544 0.03% 72
2024
Q1 		$56.9K Buy
1,059
+10
+1% +$571 0.03% 80
2023
Q4 		$65K Buy
+1,049
New +$62.9K 0.04% 77

Other funds holding XEL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Burkett Financial Services's XEL Position: Q3 2026 in Review

Burkett Financial Services increased its Xcel Energy (XEL) stake by 39% in Q3 2026, buying an estimated $24.8K and bringing the position to 1,153 shares worth $81.3K. The position accounts for 0.02% of the portfolio, ranked #100.

Burkett Financial Services first reported a position in XEL in Q4 2023 and has held it in 12 quarters since. The position peaked at $93.4K in Q1 2025. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Burkett Financial Services held 1,153 shares of Xcel Energy worth $81.3K as of Q3 2026.
  • Burkett Financial Services bought 322 Xcel Energy shares in Q3 2026, an estimated $24.8K.
  • Xcel Energy made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #100 holding.
  • Burkett Financial Services first reported a position in Xcel Energy in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Xcel Energy position peaked at $93.4K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.