Leverty Financial Group’s Xcel Energy XEL Stock Holding History

Leverty 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	$269K	Sell	3,817 -241	-6%	-$18.6K	0.05%	39
2026 Q2	$326K	Hold	4,058	–	–	0.06%	34
2026 Q1	$322K	Hold	4,058	–	–	0.07%	32
2025 Q4	$300K	Buy	4,058 +892	+28%	+$70.4K	0.07%	35
2025 Q3	$255K	Hold	3,166	–	–	0.07%	35
2025 Q2	$216K	Hold	3,166	–	–	0.06%	40
2025 Q1	$224K	Hold	3,166	–	–	0.09%	37
2024 Q4	$214K	Hold	3,166	–	–	0.11%	32
2024 Q3	$207K	Buy	+3,166	New	+$188K	0.11%	31
2023 Q4	–	Sell	-4,438	Closed	-$254K	–	35
2023 Q3	$254K	Buy	4,438 +1	+0%	+$60	0.18%	23
2023 Q2	$276K	Sell	4,437 -70	-2%	-$4.67K	0.2%	21
2023 Q1	$304K	Buy	4,507 +70	+2%	+$4.72K	0.24%	19
2022 Q4	$311K	Hold	4,437	–	–	0.27%	19
2022 Q3	$283K	Hold	4,437	–	–	0.27%	16
2022 Q2	$313K	Hold	4,437	–	–	0.29%	14
2022 Q1	$320K	Buy	4,437 +4,196	+1,741%	+$288K	0.25%	18
2021 Q4	$16K	Buy	+241	New	+$15.7K	0.01%	87

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

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

Leverty Financial Group reduced its Xcel Energy (XEL) stake by 5.9% in Q3 2026, selling an estimated $18.6K and leaving 3,817 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #39.

Leverty Financial Group first reported a position in XEL in Q4 2021 and has held it in 17 quarters since. The position peaked at $326K in Q2 2026. 1,048 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Leverty Financial Group held 3,817 shares of Xcel Energy worth $269K as of Q3 2026.
Leverty Financial Group sold 241 Xcel Energy shares in Q3 2026, an estimated $18.6K.
Xcel Energy made up 0.05% of Leverty Financial Group's portfolio in Q3 2026, its #39 holding.
Leverty Financial Group first reported a position in Xcel Energy in Q4 2021 and has held it in 17 quarters since.
Leverty Financial Group's Xcel Energy position peaked at $326K in Q2 2026.
1,048 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.