Larson Financial Group
XEL icon

Larson Financial Group’s Xcel Energy XEL Stock Holding History

Larson Financial Group’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 		$5.24M Buy
74,332
+6,865
+10% +$528K 0.13% 129
2026
Q2 		$5.42M Buy
67,467
+239
+0.4% +$19.1K 0.14% 117
2026
Q1 		$5.34M Buy
67,228
+666
+1% +$52.2K 0.17% 110
2025
Q4 		$4.92M Buy
66,562
+1,441
+2% +$114K 0.16% 115
2025
Q3 		$5.25M Buy
65,121
+840
+1% +$60.8K 0.18% 105
2025
Q2 		$4.38M Buy
64,281
+10,168
+19% +$705K 0.18% 118
2025
Q1 		$3.83M Sell
54,113
-14,288
-21% -$973K 0.18% 105
2024
Q4 		$4.62M Buy
68,401
+56,864
+493% +$3.81M 0.24% 85
2024
Q3 		$753K Buy
11,537
+2,078
+22% +$123K 0.04% 265
2024
Q2 		$505K Buy
9,459
+6,232
+193% +$339K 0.03% 273
2024
Q1 		$173K Sell
3,227
-182
-5% -$10.4K 0.01% 444
2023
Q4 		$211K Sell
3,409
-612
-15% -$36.7K 0.02% 340
2023
Q3 		$230K Sell
4,021
-619
-13% -$37.2K 0.02% 297
2023
Q2 		$288K Sell
4,640
-621
-12% -$41.5K 0.03% 259
2023
Q1 		$355K Buy
5,261
+7
+0.1% +$472 0.04% 240
2022
Q4 		$368K Buy
5,254
+7
+0.1% +$466 0.04% 232
2022
Q3 		$336K Buy
5,247
+6
+0.1% +$437 0.05% 210
2022
Q2 		$371K Buy
5,241
+25
+0.5% +$1.82K 0.06% 123
2022
Q1 		$376K Buy
5,216
+6
+0.1% +$412 0.06% 133
2021
Q4 		$353K Buy
5,210
+5,084
+4,035% +$331K 0.06% 146
2021
Q3 		$8K Hold
126
– – ﹤0.01% 642
2021
Q2 		$8K Buy
126
+1
+0.8% +$70 ﹤0.01% 599
2021
Q1 		$8K Buy
125
+122
+4,067% +$7.71K ﹤0.01% 590
2020
Q4 		$0 Sell
3
-5
-63% -$348 ﹤0.01% 865
2020
Q3 		$1K Buy
+8
New +$546 ﹤0.01% 700

Other funds holding XEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Larson Financial Group's XEL Position: Q3 2026 in Review

Larson Financial Group increased its Xcel Energy (XEL) stake by 10% in Q3 2026, buying an estimated $528K and bringing the position to 74,332 shares worth $5.24M. The position accounts for 0.13% of the portfolio, ranked #129.

Larson Financial Group first reported a position in XEL in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.42M in Q2 2026. 695 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Larson Financial Group held 74,332 shares of Xcel Energy worth $5.24M as of Q3 2026.
  • Larson Financial Group bought 6,865 Xcel Energy shares in Q3 2026, an estimated $528K.
  • Xcel Energy made up 0.13% of Larson Financial Group's portfolio in Q3 2026, its #129 holding.
  • Larson Financial Group first reported a position in Xcel Energy in Q3 2020 and has held it in 25 quarters since.
  • Larson Financial Group's Xcel Energy position peaked at $5.42M in Q2 2026.
  • 695 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.