MAFA
XEL icon

MJT & Associates Financial Advisory’s Xcel Energy XEL Stock Holding History

MJT & Associates Financial Advisory’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 		$203K Hold
2,879
– – 0.13% 35
2026
Q2 		$231K Hold
2,879
– – 0.15% 37
2026
Q1 		$229K Hold
2,879
– – 0.17% 38
2025
Q4 		$213K Hold
2,879
– – 0.16% 37
2025
Q3 		$232K Hold
2,879
– – 0.19% 34
2025
Q2 		$196K Sell
2,879
-300
-9% -$20.8K 0.24% 40
2025
Q1 		$225K Buy
+3,179
New +$216K 0.22% 41

Other funds holding XEL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

MJT & Associates Financial Advisory's XEL Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Xcel Energy (XEL) position steady in Q3 2026 at 2,879 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #35.

MJT & Associates Financial Advisory first reported a position in XEL in Q1 2025 and has held it in 7 quarters since. The position peaked at $232K in Q3 2025. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • MJT & Associates Financial Advisory held 2,879 shares of Xcel Energy worth $203K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Xcel Energy share count unchanged in Q3 2026.
  • Xcel Energy made up 0.13% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #35 holding.
  • MJT & Associates Financial Advisory first reported a position in Xcel Energy in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Xcel Energy position peaked at $232K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.