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BOLTON SECURITIES CORPORATION’s Xcel Energy XEL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$272K Buy
3,862
+1
+0% +$77 0.01% 791
2026
Q2 		$310K Buy
3,861
+262
+7% +$20.9K 0.01% 756
2026
Q1 		$286K Buy
+3,599
New +$282K 0.01% 702
2025
Q3 		$296K Buy
+3,664
New +$265K 0.01% 650
2025
Q1 		$301K Buy
+4,258
New +$290K 0.02% 589

Other funds holding XEL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XEL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Xcel Energy (XEL) stake by 0.03% in Q3 2026, buying an estimated $77 and bringing the position to 3,862 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #791.

BOLTON SECURITIES CORPORATION first reported a position in XEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $310K in Q2 2026. 850 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,862 shares of Xcel Energy worth $272K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 1 Xcel Energy share in Q3 2026, an estimated $77.
  • Xcel Energy made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #791 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Xcel Energy in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Xcel Energy position peaked at $310K in Q2 2026.
  • 850 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.