NBC Securities
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NBC Securities’s Xcel Energy XEL Stock Holding History

NBC Securities’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 		$3.29M Buy
46,716
+568
+1% +$43.7K 0.22% 101
2026
Q2 		$3.71M Sell
46,148
-817
-2% -$65.2K 0.25% 96
2026
Q1 		$3.73M Sell
46,965
-229
-0.5% -$18K 0.28% 81
2025
Q4 		$3.49M Sell
47,194
-183
-0.4% -$14.4K 0.26% 84
2025
Q3 		$3.82M Sell
47,377
-294
-0.6% -$21.3K 0.29% 69
2025
Q2 		$3.25M Buy
47,671
+1,235
+3% +$85.6K 0.26% 87
2025
Q1 		$3.29M Buy
46,436
+46,433
+1,547,767% +$3.16M 0.28% 84
2024
Q4 		$214 Sell
3
-3,511
-100% -$235K 0.02% 729
2024
Q3 		$229K Sell
3,514
-590
-14% -$35K 0.02% 747
2024
Q2 		$219K Sell
4,104
-330
-7% -$18K 0.02% 726
2024
Q1 		$238K Sell
4,434
-2,797
-39% -$160K 0.02% 679
2023
Q4 		$447K Buy
7,231
+370
+5% +$22.2K 0.05% 451
2023
Q3 		$392K Buy
+6,861
New +$412K 0.04% 460

Other funds holding XEL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NBC Securities's XEL Position: Q3 2026 in Review

NBC Securities increased its Xcel Energy (XEL) stake by 1.2% in Q3 2026, buying an estimated $43.7K and bringing the position to 46,716 shares worth $3.29M. The position accounts for 0.22% of the portfolio, ranked #101.

NBC Securities first reported a position in XEL in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.82M in Q3 2025. 453 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • NBC Securities held 46,716 shares of Xcel Energy worth $3.29M as of Q3 2026.
  • NBC Securities bought 568 Xcel Energy shares in Q3 2026, an estimated $43.7K.
  • Xcel Energy made up 0.22% of NBC Securities's portfolio in Q3 2026, its #101 holding.
  • NBC Securities first reported a position in Xcel Energy in Q3 2023 and has held it in 13 quarters since.
  • NBC Securities's Xcel Energy position peaked at $3.82M in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.