James T. Borello RIA
XEL icon

James T. Borello RIA’s Xcel Energy XEL Stock Holding History

James T. Borello RIA’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 		$25.9K Buy
367
+137
+60% +$10.5K 0.01% 358
2026
Q2 		$18.5K Buy
230
+6
+3% +$479 ﹤0.01% 433
2026
Q1 		$17.8K Buy
224
+110
+96% +$8.63K ﹤0.01% 399
2025
Q4 		$8.42K Buy
114
+19
+20% +$1.5K ﹤0.01% 462
2025
Q3 		$7.66K Buy
+95
New +$6.87K ﹤0.01% 353

Other funds holding XEL

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

James T. Borello RIA's XEL Position: Q3 2026 in Review

James T. Borello RIA increased its Xcel Energy (XEL) stake by 60% in Q3 2026, buying an estimated $10.5K and bringing the position to 367 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #358.

James T. Borello RIA first reported a position in XEL in Q3 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • James T. Borello RIA held 367 shares of Xcel Energy worth $25.9K as of Q3 2026.
  • James T. Borello RIA bought 137 Xcel Energy shares in Q3 2026, an estimated $10.5K.
  • Xcel Energy made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #358 holding.
  • James T. Borello RIA first reported a position in Xcel Energy in Q3 2025 and has held it in 5 quarters since.
  • 303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.