Elevated Capital Advisors
XEL icon

Elevated Capital Advisors’s Xcel Energy XEL Stock Holding History

Elevated Capital Advisors’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 		$16.7K Hold
237
– – 0.01% 411
2026
Q2 		$19K Hold
237
– – 0.01% 425
2026
Q1 		$18.8K Sell
237
-5
-2% -$392 ﹤0.01% 407
2025
Q4 		$17.9K Buy
+242
New +$19.1K ﹤0.01% 402

Other funds holding XEL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Elevated Capital Advisors's XEL Position: Q3 2026 in Review

Elevated Capital Advisors held its Xcel Energy (XEL) position steady in Q3 2026 at 237 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #411.

Elevated Capital Advisors first reported a position in XEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $19K in Q2 2026. 889 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Elevated Capital Advisors held 237 shares of Xcel Energy worth $16.7K as of Q3 2026.
  • Elevated Capital Advisors left its Xcel Energy share count unchanged in Q3 2026.
  • Xcel Energy made up 0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #411 holding.
  • Elevated Capital Advisors first reported a position in Xcel Energy in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Xcel Energy position peaked at $19K in Q2 2026.
  • 889 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.