Stiles Financial Services
XEL icon

Stiles Financial Services’s Xcel Energy XEL Stock Holding History

Stiles Financial Services’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 		$3.18M Sell
45,156
-1,154
-2% -$88.8K 0.81% 36
2026
Q2 		$3.72M Buy
46,310
+168
+0.4% +$13.4K 0.93% 31
2026
Q1 		$3.67M Sell
46,142
-507
-1% -$39.8K 1.12% 22
2025
Q4 		$3.45M Sell
46,649
-723
-2% -$57K 1.06% 23
2025
Q3 		$3.82M Sell
47,372
-78
-0.2% -$5.64K 1.2% 19
2025
Q2 		$3.23M Sell
47,450
-4,815
-9% -$334K 1.12% 24
2025
Q1 		$3.7M Buy
52,265
+1,141
+2% +$77.7K 1.42% 14
2024
Q4 		$3.45M Buy
51,124
+335
+0.7% +$22.5K 1.25% 18
2024
Q3 		$3.32M Buy
50,789
+1,085
+2% +$64.4K 1.17% 22
2024
Q2 		$2.65M Buy
49,704
+26
+0.1% +$1.41K 1.02% 25
2024
Q1 		$2.67M Sell
49,678
-2,093
-4% -$120K 1.07% 29
2023
Q4 		$3.21M Buy
51,771
+4,248
+9% +$255K 1.46% 13
2023
Q3 		$2.72M Buy
47,523
+1,902
+4% +$114K 1.41% 15
2023
Q2 		$2.84M Buy
45,621
+802
+2% +$53.5K 1.41% 14
2023
Q1 		$3.02M Buy
44,819
+233
+0.5% +$15.7K 1.62% 13
2022
Q4 		$3.13M Sell
44,586
-151
-0.3% -$10K 1.79% 10
2022
Q3 		$2.86M Sell
44,737
-204
-0.5% -$14.9K 1.74% 13
2022
Q2 		$3.18M Sell
44,941
-1
-0% -$73 1.91% 9
2022
Q1 		$3.25M Buy
44,942
+1,452
+3% +$100K 1.63% 12
2021
Q4 		$2.97M Buy
+43,490
New +$2.84M 1.43% 15

Other funds holding XEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Stiles Financial Services's XEL Position: Q3 2026 in Review

Stiles Financial Services reduced its Xcel Energy (XEL) stake by 2.5% in Q3 2026, selling an estimated $88.8K and leaving 45,156 shares worth $3.18M. The position accounts for 0.81% of the portfolio, ranked #36.

Stiles Financial Services first reported a position in XEL in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.82M in Q3 2025. 714 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Stiles Financial Services held 45,156 shares of Xcel Energy worth $3.18M as of Q3 2026.
  • Stiles Financial Services sold 1,154 Xcel Energy shares in Q3 2026, an estimated $88.8K.
  • Xcel Energy made up 0.81% of Stiles Financial Services's portfolio in Q3 2026, its #36 holding.
  • Stiles Financial Services first reported a position in Xcel Energy in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Xcel Energy position peaked at $3.82M in Q3 2025.
  • 714 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.