Finer Wealth Management’s Xcel Energy XEL Stock Holding History

Finer Wealth Management’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	$771K	Hold	10,942	–	–	0.31%	53
2026 Q2	$879K	Hold	10,942	–	–	0.39%	47
2026 Q1	$869K	Hold	10,942	–	–	0.44%	44
2025 Q4	$808K	Hold	10,942	–	–	0.39%	45
2025 Q3	$882K	Hold	10,942	–	–	0.44%	44
2025 Q2	$745K	Hold	10,942	–	–	0.4%	46
2025 Q1	$775K	Hold	10,942	–	–	0.46%	45
2024 Q4	$739K	Hold	10,942	–	–	0.42%	44
2024 Q3	$715K	Buy	+10,942	New	+$649K	0.44%	44
2024 Q2	–	Sell	-12,750	Closed	-$685K	–	80
2024 Q1	$685K	Hold	12,750	–	–	0.45%	43
2023 Q4	$789K	Hold	12,750	–	–	0.59%	40
2023 Q3	$730K	Hold	12,750	–	–	0.58%	41
2023 Q2	$793K	Hold	12,750	–	–	0.62%	39
2023 Q1	$860K	Hold	12,750	–	–	0.73%	36
2022 Q4	$894K	Hold	12,750	–	–	0.84%	33
2022 Q3	$816K	Hold	12,750	–	–	0.8%	36
2022 Q2	$902K	Hold	12,750	–	–	0.82%	35
2022 Q1	$920K	Hold	12,750	–	–	0.75%	37
2021 Q4	$863K	Buy	+12,750	New	+$831K	0.72%	40

Other funds holding XEL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Finer Wealth Management's XEL Position: Q3 2026 in Review

Finer Wealth Management held its Xcel Energy (XEL) position steady in Q3 2026 at 10,942 shares worth $771K. The position accounts for 0.31% of the portfolio, ranked #53.

Finer Wealth Management first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $920K in Q1 2022. 1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Finer Wealth Management held 10,942 shares of Xcel Energy worth $771K as of Q3 2026.
Finer Wealth Management left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up 0.31% of Finer Wealth Management's portfolio in Q3 2026, its #53 holding.
Finer Wealth Management first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
Finer Wealth Management's Xcel Energy position peaked at $920K in Q1 2022.
1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.