KLEIN PAVLIS & PEASLEY FINANCIAL, INC. XEL — XCEL ENERGY INC

Ownership history in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.  ·  5 quarters on record

AI Ownership Summary

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported XCEL ENERGY INC (XEL) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.28% in 2025 Q3. The latest visible filing shows XEL at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s position in XCEL ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

XEL was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XEL stock page KLEIN PAVLIS & PEASLEY FINANCIAL, INC. fund profile KLEIN PAVLIS & PEASLEY FINANCIAL, INC. full holdings
How KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held XEL — position size vs. price
% of Fund (quarterly)    XEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 6,295 +543 +9.4% 0.22% $444K 2026-10-13 $74.64
2026 Q2 ADDED — — — 5,752 +174 +3.1% 0.24% $462K 2026-07-23 $80.12
2026 Q1 ADDED — — — 5,578 +14 +0.3% 0.25% $443K 2026-04-23 $78.25
2025 Q4 REDUCED — — — 5,564 -165 -2.9% 0.24% $411K 2026-01-14 $74.47
2025 Q3 INITIATED — — — 5,729 — — 0.28% $462K 2025-10-28 $77.41

🏢 Other funds also holding XEL

As of 2026 Q3 — sorted by position size

Longboard Asset Management, LP 5.44% Ausbil Investment Management Ltd 3Y 3.34% VIKING FUND MANAGEMENT LLC 3Y 7Y 1.85% ADVOCATE GROUP LLC 3Y 1.34% Perpetual Ltd 3Y 7Y 1.13% Oliver Luxxe Assets LLC 3Y 7Y 1.08% Capital Management Associates, Inc 0.93% EPIQ PARTNERS, LLC 3Y 0.84% First PREMIER Bank 3Y 7Y 0.8% MITCHELL & PAHL PRIVATE WEALTH, LLC 3Y 0.77%

FAQ About KLEIN PAVLIS & PEASLEY FINANCIAL, INC. and XEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported owning XEL?

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported XEL across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported XEL position in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for XEL was 0.28% in 2025 Q3.

What is the latest reported XEL position on this page?

The most recent filing on this page is 2026 Q3, when KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported 6,295 shares, equal to 0.22% of portfolio, with an estimated market value of $444K.

What does the chart on this XEL ownership page compare?

The chart compares KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s quarterly XEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KLEIN PAVLIS & PEASLEY FINANCIAL, INC. time their XEL position?

Based on 13F filing dates vs. subsequent XEL price moves, KLEIN PAVLIS & PEASLEY FINANCIAL, INC. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on XEL relative to SPY over the holding period was -16.4%.

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