Westfuller Advisors
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Westfuller Advisors’s Xcel Energy XEL Stock Holding History

Westfuller 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 		$107K Sell
1,500
-35
-2% -$2.69K 0.03% 241
2026
Q2 		$124K Sell
1,535
-27
-2% -$2.16K 0.05% 203
2026
Q1 		$125K Sell
1,562
-12
-0.8% -$941 0.05% 180
2025
Q4 		$117K Sell
1,574
-19
-1% -$1.5K 0.05% 207
2025
Q3 		$129K Buy
+1,593
New +$115K 0.06% 191

Other funds holding XEL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Westfuller Advisors's XEL Position: Q3 2026 in Review

Westfuller Advisors reduced its Xcel Energy (XEL) stake by 2.3% in Q3 2026, selling an estimated $2.69K and leaving 1,500 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #241.

Westfuller Advisors first reported a position in XEL in Q3 2025 and has held it in 5 quarters since. The position peaked at $129K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Westfuller Advisors held 1,500 shares of Xcel Energy worth $107K as of Q3 2026.
  • Westfuller Advisors sold 35 Xcel Energy shares in Q3 2026, an estimated $2.69K.
  • Xcel Energy made up 0.03% of Westfuller Advisors's portfolio in Q3 2026, its #241 holding.
  • Westfuller Advisors first reported a position in Xcel Energy in Q3 2025 and has held it in 5 quarters since.
  • Westfuller Advisors's Xcel Energy position peaked at $129K in Q3 2025.
  • 1,050 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.