Compass Financial Management
XEL icon

Compass Financial Management’s Xcel Energy XEL Stock Holding History

Compass Financial Management’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 		$101K Sell
1,431
-210
-13% -$16.2K 0.01% 598
2026
Q2 		$129K Buy
+1,641
New +$131K 0.02% 508

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

Compass Financial Management's XEL Position: Q3 2026 in Review

Compass Financial Management reduced its Xcel Energy (XEL) stake by 13% in Q3 2026, selling an estimated $16.2K and leaving 1,431 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #598.

Compass Financial Management first reported a position in XEL in Q2 2026 and has held it in 2 quarters since. The position peaked at $129K in Q2 2026. 1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Compass Financial Management held 1,431 shares of Xcel Energy worth $101K as of Q3 2026.
  • Compass Financial Management sold 210 Xcel Energy shares in Q3 2026, an estimated $16.2K.
  • Xcel Energy made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #598 holding.
  • Compass Financial Management first reported a position in Xcel Energy in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Xcel Energy position peaked at $129K in Q2 2026.
  • 1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.