Harbor Asset Planning
XEL icon

Harbor Asset Planning’s Xcel Energy XEL Stock Holding History

Harbor Asset Planning’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 		$77K Hold
1,092
– – 0.06% 170
2026
Q2 		$87.7K Hold
1,092
– – 0.07% 158
2026
Q1 		$86.7K Hold
1,092
– – 0.07% 148
2025
Q4 		$80.7K Hold
1,092
– – 0.07% 150
2025
Q3 		$88.1K Hold
1,092
– – 0.08% 148
2025
Q2 		$74.4K Buy
+1,092
New +$75.7K 0.07% 152

Other funds holding XEL

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Harbor Asset Planning's XEL Position: Q3 2026 in Review

Harbor Asset Planning held its Xcel Energy (XEL) position steady in Q3 2026 at 1,092 shares worth $77K. The position accounts for 0.06% of the portfolio, ranked #170.

Harbor Asset Planning first reported a position in XEL in Q2 2025 and has held it in 6 quarters since. The position peaked at $88.1K in Q3 2025. 737 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Harbor Asset Planning held 1,092 shares of Xcel Energy worth $77K as of Q3 2026.
  • Harbor Asset Planning left its Xcel Energy share count unchanged in Q3 2026.
  • Xcel Energy made up 0.06% of Harbor Asset Planning's portfolio in Q3 2026, its #170 holding.
  • Harbor Asset Planning first reported a position in Xcel Energy in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Xcel Energy position peaked at $88.1K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.