Fairman Group
XEL icon

Fairman Group’s Xcel Energy XEL Stock Holding History

Fairman Group’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 		$6.11K Hold
86
– – ﹤0.01% 192
2026
Q2 		$6.96K Hold
86
– – 0.01% 184
2026
Q1 		$6.88K Hold
86
– – 0.01% 171
2025
Q4 		$6.4K Buy
+86
New +$6.78K 0.01% 180

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Fairman Group's XEL Position: Q3 2026 in Review

Fairman Group held its Xcel Energy (XEL) position steady in Q3 2026 at 86 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Fairman Group first reported a position in XEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.96K in Q2 2026. 570 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Fairman Group held 86 shares of Xcel Energy worth $6.11K as of Q3 2026.
  • Fairman Group left its Xcel Energy share count unchanged in Q3 2026.
  • Xcel Energy made up ﹤0.01% of Fairman Group's portfolio in Q3 2026, its #192 holding.
  • Fairman Group first reported a position in Xcel Energy in Q4 2025 and has held it in 4 quarters since.
  • Fairman Group's Xcel Energy position peaked at $6.96K in Q2 2026.
  • 570 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.