Causey Wealth LLC
XEL icon

Causey Wealth LLC’s Xcel Energy XEL Stock Holding History

Causey Wealth 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 		$305K Buy
+4,330
New +$333K 0.12% 72

Other funds holding XEL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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

Causey Wealth LLC's XEL Position: Q3 2026 in Review

Causey Wealth LLC opened a new position in Xcel Energy (XEL) in Q3 2026: 4,330 shares worth $305K. The stake represents 0.12% of the portfolio and ranks #72 among its holdings.

1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Causey Wealth LLC held 4,330 shares of Xcel Energy worth $305K as of Q3 2026.
  • Xcel Energy was a new Causey Wealth LLC position in Q3 2026.
  • Xcel Energy made up 0.12% of Causey Wealth LLC's portfolio in Q3 2026, its #72 holding.
  • 1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Causey Wealth LLC's 13F filing for Q3 2026, filed 13 Nov 2026.