Fiduciary Alliance
XEL icon

Fiduciary Alliance’s Xcel Energy XEL Stock Holding History

Fiduciary Alliance’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 		$485K Sell
6,875
-27
-0.4% -$2.08K 0.04% 323
2026
Q2 		$554K Sell
6,902
-735
-10% -$58.7K 0.04% 352
2026
Q1 		$601K Buy
7,637
+52
+0.7% +$4.08K 0.04% 344
2025
Q4 		$560K Buy
7,585
+61
+0.8% +$4.81K 0.04% 325
2025
Q3 		$607K Buy
7,524
+10
+0.1% +$723 0.04% 309
2025
Q2 		$512K Buy
7,514
+33
+0.4% +$2.29K 0.04% 322
2025
Q1 		$530K Buy
7,481
+89
+1% +$6.06K 0.05% 248
2024
Q4 		$499K Buy
7,392
+30
+0.4% +$2.01K 0.05% 235
2024
Q3 		$481K Sell
7,362
-945
-11% -$56.1K 0.06% 160
2024
Q2 		$442K Hold
8,307
– – 0.07% 141
2024
Q1 		$443K Hold
8,307
– – 0.08% 131
2023
Q4 		$514K Hold
8,307
– – 0.1% 111
2023
Q3 		$475K Hold
8,307
– – 0.11% 109
2023
Q2 		$516K Hold
8,307
– – 0.11% 101
2023
Q1 		$560K Buy
8,307
+3,847
+86% +$260K 0.14% 87
2022
Q4 		$313K Buy
+4,460
New +$297K 0.08% 113

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

Fiduciary Alliance's XEL Position: Q3 2026 in Review

Fiduciary Alliance reduced its Xcel Energy (XEL) stake by 0.39% in Q3 2026, selling an estimated $2.08K and leaving 6,875 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #323.

Fiduciary Alliance first reported a position in XEL in Q4 2022 and has held it in 16 quarters since. The position peaked at $607K in Q3 2025. 889 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Fiduciary Alliance held 6,875 shares of Xcel Energy worth $485K as of Q3 2026.
  • Fiduciary Alliance sold 27 Xcel Energy shares in Q3 2026, an estimated $2.08K.
  • Xcel Energy made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #323 holding.
  • Fiduciary Alliance first reported a position in Xcel Energy in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Xcel Energy position peaked at $607K in Q3 2025.
  • 889 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.