Fifth Third Wealth Advisors
XEL icon

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
Q3 		$1.04M Buy
14,698
+506
+4% +$39K 0.03% 306
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fifth Third Wealth Advisors's XEL Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Xcel Energy (XEL) stake by 3.6% in Q3 2026, buying an estimated $39K and bringing the position to 14,698 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #306.

Fifth Third Wealth Advisors first reported a position in XEL in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q2 2026. 817 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Fifth Third Wealth Advisors held 14,698 shares of Xcel Energy worth $1.04M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 506 Xcel Energy shares in Q3 2026, an estimated $39K.
  • Xcel Energy made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #306 holding.
  • Fifth Third Wealth Advisors first reported a position in Xcel Energy in Q2 2024 and has held it in 10 quarters since.
  • Fifth Third Wealth Advisors's Xcel Energy position peaked at $1.14M in Q2 2026.
  • 817 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.