Toth Financial Advisory’s Xcel Energy XEL Stock Holding History

Toth 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	$82.9K	Hold	1,176	–	–	0.01%	321
2026 Q2	$94.4K	Sell	1,176 -600	-34%	-$47.9K	0.01%	304
2026 Q1	$141K	Buy	1,776 +1,149	+183%	+$90.1K	0.02%	244
2025 Q4	$46.3K	Buy	627 +501	+398%	+$39.5K	0.01%	370
2025 Q3	$10.2K	Hold	126	–	–	﹤0.01%	536
2025 Q2	$8.58K	Buy	+126	New	+$8.74K	﹤0.01%	506

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

Toth Financial Advisory's XEL Position: Q3 2026 in Review

Toth Financial Advisory held its Xcel Energy (XEL) position steady in Q3 2026 at 1,176 shares worth $82.9K. The position accounts for 0.01% of the portfolio, ranked #321.

Toth Financial Advisory first reported a position in XEL in Q2 2025 and has held it in 6 quarters since. The position peaked at $141K in Q1 2026. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

Toth Financial Advisory held 1,176 shares of Xcel Energy worth $82.9K as of Q3 2026.
Toth Financial Advisory left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #321 holding.
Toth Financial Advisory first reported a position in Xcel Energy in Q2 2025 and has held it in 6 quarters since.
Toth Financial Advisory's Xcel Energy position peaked at $141K in Q1 2026.
43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.