FFA
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Farther Finance Advisors’s Xcel Energy XEL Stock Holding History

Farther Finance 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 		$1.83M Buy
26,017
+1,805
+7% +$139K 0.01% 816
2026
Q2 		$1.95M Buy
24,212
+1,209
+5% +$96.5K 0.02% 762
2026
Q1 		$1.83M Buy
23,003
+3,814
+20% +$299K 0.02% 691
2025
Q4 		$1.42M Buy
19,189
+6,692
+54% +$528K 0.02% 729
2025
Q3 		$1.01M Buy
12,497
+3,452
+38% +$250K 0.02% 721
2025
Q2 		$616K Sell
9,045
-2,095
-19% -$145K 0.01% 813
2025
Q1 		$788K Buy
11,140
+5,883
+112% +$400K 0.02% 602
2024
Q4 		$355K Sell
5,257
-134
-2% -$8.99K 0.01% 733
2024
Q3 		$352K Buy
5,391
+933
+21% +$55.3K 0.01% 740
2024
Q2 		$234K Buy
4,458
+935
+27% +$50.9K 0.01% 777
2024
Q1 		$188K Buy
3,523
+139
+4% +$7.94K 0.01% 708
2023
Q4 		$210K Buy
3,384
+1,217
+56% +$73K 0.02% 540
2023
Q3 		$124K Buy
2,167
+188
+9% +$11.3K 0.02% 493
2023
Q2 		$123K Buy
1,979
+2
+0.1% +$134 0.03% 401
2023
Q1 		$133K Buy
1,977
+1
+0.1% +$67 0.04% 333
2022
Q4 		$139K Buy
+1,976
New +$131K 0.05% 270

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
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors's XEL Position: Q3 2026 in Review

Farther Finance Advisors increased its Xcel Energy (XEL) stake by 7.5% in Q3 2026, buying an estimated $139K and bringing the position to 26,017 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #816.

Farther Finance Advisors first reported a position in XEL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.95M in Q2 2026. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Farther Finance Advisors held 26,017 shares of Xcel Energy worth $1.83M as of Q3 2026.
  • Farther Finance Advisors bought 1,805 Xcel Energy shares in Q3 2026, an estimated $139K.
  • Xcel Energy made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #816 holding.
  • Farther Finance Advisors first reported a position in Xcel Energy in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Xcel Energy position peaked at $1.95M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.