Fifth Third Wealth Advisors’s Xcel Energy XEL Stock Holding History

Fifth Third Wealth 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	$1.14M	Buy	14,192 +3,794	+36%	+$303K	0.03%	278
2026 Q1	$826K	Buy	10,398 +4,795	+86%	+$376K	0.03%	299
2025 Q4	$414K	Sell	5,603 -212	-4%	-$16.7K	0.01%	449
2025 Q3	$469K	Buy	5,815 +1,635	+39%	+$118K	0.02%	403
2025 Q2	$285K	Buy	4,180 +21	+0.5%	+$1.46K	0.01%	554
2025 Q1	$294K	Buy	4,159 +283	+7%	+$19.3K	0.02%	500
2024 Q4	$262K	Sell	3,876 -91	-2%	-$6.1K	0.01%	560
2024 Q3	$259K	Sell	3,967 -277	-7%	-$16.4K	0.02%	533
2024 Q2	$227K	Buy	+4,244	New	+$231K	0.02%	538

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Fifth Third Wealth Advisors's XEL Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Xcel Energy (XEL) stake by 36% in Q2 2026, buying an estimated $303K and bringing the position to 14,192 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #278.

Fifth Third Wealth Advisors first reported a position in XEL in Q2 2024 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Fifth Third Wealth Advisors held 14,192 shares of Xcel Energy worth $1.14M as of Q2 2026.
Fifth Third Wealth Advisors bought 3,794 Xcel Energy shares in Q2 2026, an estimated $303K.
Xcel Energy made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #278 holding.
Fifth Third Wealth Advisors first reported a position in Xcel Energy in Q2 2024 and has held it in 9 quarters since.
251 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.