Ken Fisher's XEL Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 3,983 shares of Xcel Energy Inc. (XEL) worth $321,315, representing 0.00% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in XEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 4,591 shares. Largest reduction occurred in Q2 2020, reducing 3,675 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Xcel Energy (XEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Xcel Energy (XEL) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +4,860 | New Buy | 4,860 | $47.33 |
| Q4 2017 | +688 | Add 14.16% | 5,548 | $48.13 |
| Q1 2018 | +27 | Add 0.49% | 5,575 | $45.56 |
| Q2 2018 | -5,575 | Sold Out | 5,575 | $0.00 |
| Q3 2018 | +6,956 | New Buy | 6,956 | $47.15 |
| Q4 2018 | -6,956 | Sold Out | 6,956 | $0.00 |
| Q2 2020 | +3,281 | New Buy | 3,281 | $62.48 |
| Q3 2020 | -3,281 | Sold Out | 3,281 | $0.00 |
| Q4 2020 | +7,872 | New Buy | 7,872 | $66.69 |
| Q1 2021 | -1,076 | Reduce 13.67% | 6,796 | $66.51 |
| Q2 2021 | -584 | Reduce 8.59% | 6,212 | $65.84 |
| Q3 2021 | +640 | Add 10.30% | 6,852 | $62.46 |
| Q4 2021 | -1,079 | Reduce 15.75% | 5,773 | $67.73 |
| Q1 2022 | -5,773 | Sold Out | 5,773 | $0.00 |
| Q1 2025 | +2,866 | New Buy | 2,866 | $70.81 |
| Q2 2025 | -2,866 | Sold Out | 2,866 | $0.00 |
| Q3 2025 | +3,983 | New Buy | 3,983 | $80.67 |
Ken Fisher's Xcel Energy Investment FAQs
Ken Fisher first purchased Xcel Energy Inc. (XEL) in Q3 2017, acquiring 4,860 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Xcel Energy Inc. (XEL) for 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Xcel Energy Inc. (XEL) was in Q4 2020, adding 7,872 shares worth $525,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 3,983 shares of Xcel Energy Inc. (XEL), valued at approximately $321,315. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Xcel Energy Inc. (XEL) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in Xcel Energy Inc. (XEL) was 7,872 shares, as reported at the end of Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.