LVW Advisors’s Xcel Energy XEL Stock Holding History

LVW Advisors’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	$230K	Sell	3,268 -84	-3%	-$6.47K	0.02%	415
2026 Q2	$269K	Sell	3,352 -590	-15%	-$47.1K	0.02%	375
2026 Q1	$313K	Sell	3,942 -5,050	-56%	-$396K	0.03%	319
2025 Q4	$664K	Sell	8,992 -414	-4%	-$32.7K	0.07%	146
2025 Q3	$759K	Buy	9,406 +697	+8%	+$50.4K	0.08%	131
2025 Q2	$593K	Buy	8,709 +15	+0.2%	+$1.04K	0.06%	173
2025 Q1	$615K	Sell	8,694 -3,808	-30%	-$259K	0.07%	152
2024 Q4	$844K	Buy	12,502 +7,822	+167%	+$525K	0.1%	130
2024 Q3	$306K	Buy	+4,680	New	+$278K	0.04%	237
2024 Q1	–	Sell	-4,536	Closed	-$281K	–	297
2023 Q4	$281K	Buy	+4,536	New	+$272K	0.05%	213

Other funds holding XEL

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

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LVW Advisors's XEL Position: Q3 2026 in Review

LVW Advisors reduced its Xcel Energy (XEL) stake by 2.5% in Q3 2026, selling an estimated $6.47K and leaving 3,268 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #415.

LVW Advisors first reported a position in XEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $844K in Q4 2024. 758 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

LVW Advisors held 3,268 shares of Xcel Energy worth $230K as of Q3 2026.
LVW Advisors sold 84 Xcel Energy shares in Q3 2026, an estimated $6.47K.
Xcel Energy made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #415 holding.
LVW Advisors first reported a position in Xcel Energy in Q4 2023 and has held it in 10 quarters since.
LVW Advisors's Xcel Energy position peaked at $844K in Q4 2024.
758 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.