RIA Advisory Group’s Xcel Energy XEL Stock Holding History

RIA Advisory 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	$1.01M	Sell	14,322 -4,570	-24%	-$352K	0.29%	59
2026 Q2	$1.52M	Buy	18,892 +2,789	+17%	+$223K	0.33%	46
2026 Q1	$1.28M	Buy	16,103 +342	+2%	+$26.8K	0.3%	51
2025 Q4	$1.16M	Buy	15,761 +4,699	+42%	+$371K	0.28%	56
2025 Q3	$892K	Buy	11,062 +6,293	+132%	+$455K	0.23%	64
2025 Q2	$325K	Buy	+4,769	New	+$331K	0.1%	93
2024 Q1	–	Sell	-4,864	Closed	-$494K	–	220
2023 Q4	$494K	Buy	+4,864	New	+$292K	0.21%	61

Other funds holding XEL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

RIA Advisory Group's XEL Position: Q3 2026 in Review

RIA Advisory Group reduced its Xcel Energy (XEL) stake by 24% in Q3 2026, selling an estimated $352K and leaving 14,322 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #59.

RIA Advisory Group first reported a position in XEL in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.52M in Q2 2026. 889 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

RIA Advisory Group held 14,322 shares of Xcel Energy worth $1.01M as of Q3 2026.
RIA Advisory Group sold 4,570 Xcel Energy shares in Q3 2026, an estimated $352K.
Xcel Energy made up 0.29% of RIA Advisory Group's portfolio in Q3 2026, its #59 holding.
RIA Advisory Group first reported a position in Xcel Energy in Q4 2023 and has held it in 7 quarters since.
RIA Advisory Group's Xcel Energy position peaked at $1.52M in Q2 2026.
889 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.