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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Farther Finance Advisors's XEL Position: Q2 2026 in Review

Farther Finance Advisors increased its Xcel Energy (XEL) stake by 5.3% in Q2 2026, buying an estimated $96.5K and bringing the position to 24,212 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #762.

Farther Finance Advisors first reported a position in XEL in Q4 2022 and has held it in 15 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Farther Finance Advisors held 24,212 shares of Xcel Energy worth $1.95M as of Q2 2026.
  • Farther Finance Advisors bought 1,209 Xcel Energy shares in Q2 2026, an estimated $96.5K.
  • Xcel Energy made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #762 holding.
  • Farther Finance Advisors first reported a position in Xcel Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.