Nautilus Advisors’s Xcel Energy XEL Stock Holding History

Nautilus 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	$330K	Buy	4,679 +34	+0.7%	+$2.62K	0.2%	128
2026 Q2	$372K	Buy	4,645 +33	+0.7%	+$2.63K	0.22%	118
2026 Q1	$366K	Buy	4,612 +35	+0.8%	+$2.75K	0.25%	105
2025 Q4	$338K	Sell	4,577 -569	-11%	-$44.9K	0.22%	119
2025 Q3	$415K	Hold	5,146	–	–	0.28%	104
2025 Q2	$350K	Hold	5,146	–	–	0.26%	110
2025 Q1	$364K	Hold	5,146	–	–	0.3%	94
2024 Q4	$347K	Buy	+5,146	New	+$345K	0.28%	101

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

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

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

Nautilus Advisors's XEL Position: Q3 2026 in Review

Nautilus Advisors increased its Xcel Energy (XEL) stake by 0.73% in Q3 2026, buying an estimated $2.62K and bringing the position to 4,679 shares worth $330K. The position accounts for 0.2% of the portfolio, ranked #128.

Nautilus Advisors first reported a position in XEL in Q4 2024 and has held it in 8 quarters since. The position peaked at $415K in Q3 2025. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Nautilus Advisors held 4,679 shares of Xcel Energy worth $330K as of Q3 2026.
Nautilus Advisors bought 34 Xcel Energy shares in Q3 2026, an estimated $2.62K.
Xcel Energy made up 0.2% of Nautilus Advisors's portfolio in Q3 2026, its #128 holding.
Nautilus Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's Xcel Energy position peaked at $415K in Q3 2025.
43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.