Keating Financial Advisory Services
XEL icon

Keating Financial Advisory Services’s Xcel Energy XEL Stock Holding History

Keating Financial Advisory Services’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 		$74.9K Sell
1,063
-37
-3% -$2.85K 0.01% 546
2026
Q2 		$88.3K Buy
1,100
+141
+15% +$11.3K 0.01% 532
2026
Q1 		$76.2K Sell
959
-25
-3% -$1.96K 0.01% 527
2025
Q4 		$72.7K Buy
+984
New +$77.6K 0.01% 586

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

Keating Financial Advisory Services's XEL Position: Q3 2026 in Review

Keating Financial Advisory Services reduced its Xcel Energy (XEL) stake by 3.4% in Q3 2026, selling an estimated $2.85K and leaving 1,063 shares worth $74.9K. The position accounts for 0.01% of the portfolio, ranked #546.

Keating Financial Advisory Services first reported a position in XEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $88.3K in Q2 2026. 943 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Keating Financial Advisory Services held 1,063 shares of Xcel Energy worth $74.9K as of Q3 2026.
  • Keating Financial Advisory Services sold 37 Xcel Energy shares in Q3 2026, an estimated $2.85K.
  • Xcel Energy made up 0.01% of Keating Financial Advisory Services's portfolio in Q3 2026, its #546 holding.
  • Keating Financial Advisory Services first reported a position in Xcel Energy in Q4 2025 and has held it in 4 quarters since.
  • Keating Financial Advisory Services's Xcel Energy position peaked at $88.3K in Q2 2026.
  • 943 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Keating Financial Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.