WestEnd Advisors’s Xcel Energy XEL Stock Holding History

WestEnd 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	$2.04K	Hold	29	–	–	﹤0.01%	203
2026 Q2	$2.33K	Buy	29 +4	+16%	+$319	﹤0.01%	173
2026 Q1	$1.99K	Hold	25	–	–	﹤0.01%	157
2025 Q4	$1.85K	Sell	25 -2	-7%	-$158	﹤0.01%	169
2025 Q3	$2.18K	Buy	+27	New	+$1.95K	﹤0.01%	150
2024 Q4	–	Sell	-7	Closed	-$457	–	408
2024 Q3	$457	Hold	7	–	–	﹤0.01%	185
2024 Q2	$374	Sell	7 -2	-22%	-$109	﹤0.01%	187
2024 Q1	$484	Hold	9	–	–	﹤0.01%	153
2023 Q4	$557	Sell	9 -5	-36%	-$300	﹤0.01%	149
2023 Q3	$801	Buy	+14	New	+$841	﹤0.01%	121
2023 Q1	–	Sell	-12	Closed	-$810	–	119
2022 Q4	$841	Buy	12 +3	+33%	+$200	﹤0.01%	108
2022 Q3	$1K	Buy	9 +3	+50%	+$218	﹤0.01%	135
2022 Q2	$424	Buy	+6	New	+$437	﹤0.01%	145

Other funds holding XEL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

WestEnd Advisors's XEL Position: Q3 2026 in Review

WestEnd Advisors held its Xcel Energy (XEL) position steady in Q3 2026 at 29 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

WestEnd Advisors first reported a position in XEL in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.33K in Q2 2026. 657 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

WestEnd Advisors held 29 shares of Xcel Energy worth $2.04K as of Q3 2026.
WestEnd Advisors left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #203 holding.
WestEnd Advisors first reported a position in Xcel Energy in Q2 2022 and has held it in 13 quarters since.
WestEnd Advisors's Xcel Energy position peaked at $2.33K in Q2 2026.
657 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.