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Atria Investments’s Xcel Energy XEL Stock Holding History

Atria Investments’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
Q2 		$4.45M Sell
55,435
-6,477
-10% -$517K 0.04% 418
2026
Q1 		$4.92M Sell
61,912
-9,356
-13% -$734K 0.06% 374
2025
Q4 		$5.26M Buy
71,268
+3,603
+5% +$284K 0.06% 363
2025
Q3 		$5.46M Sell
67,665
-69
-0.1% -$4.99K 0.06% 364
2025
Q2 		$4.61M Buy
67,734
+4,061
+6% +$282K 0.05% 405
2025
Q1 		$4.51M Sell
63,673
-20,794
-25% -$1.42M 0.06% 401
2024
Q4 		$5.7M Buy
84,467
+3,919
+5% +$263K 0.07% 311
2024
Q3 		$5.26M Sell
80,548
-161
-0.2% -$9.55K 0.07% 338
2024
Q2 		$4.31M Buy
80,709
+16,377
+25% +$891K 0.06% 383
2024
Q1 		$3.46M Buy
64,332
+6,310
+11% +$360K 0.05% 449
2023
Q4 		$3.59M Buy
58,022
+16,952
+41% +$1.02M 0.06% 385
2023
Q3 		$2.35M Sell
41,070
-5,899
-13% -$355K 0.04% 511
2023
Q2 		$2.92M Sell
46,969
-4,524
-9% -$302K 0.05% 427
2023
Q1 		$3.47M Sell
51,493
-758
-1% -$51.2K 0.07% 351
2022
Q4 		$3.66M Buy
52,251
+296
+0.6% +$19.7K 0.08% 332
2022
Q3 		$3.33M Buy
51,955
+1,146
+2% +$83.4K 0.07% 325
2022
Q2 		$3.6M Buy
50,809
+4,378
+9% +$319K 0.08% 328
2022
Q1 		$3.35M Buy
46,431
+23,969
+107% +$1.65M 0.06% 394
2021
Q4 		$1.52M Buy
22,462
+3,481
+18% +$227K 0.03% 667
2021
Q3 		$1.19M Buy
18,981
+1,892
+11% +$128K 0.02% 720
2021
Q2 		$1.13M Buy
+17,089
New +$1.19M 0.02% 715
2020
Q2 		– Sell
-9,624
Closed -$580K – 779
2020
Q1 		$580K Buy
9,624
+1,297
+16% +$84.5K 0.04% 322
2019
Q4 		$529K Buy
8,327
+4,664
+127% +$292K 0.01% 770
2019
Q3 		$238K Buy
+3,663
New +$228K 0.01% 793
2019
Q1 		– Sell
-4,322
Closed -$213K – 1036
2018
Q4 		$213K Buy
+4,322
New +$217K 0.01% 795

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atria Investments's XEL Position: Q2 2026 in Review

Atria Investments reduced its Xcel Energy (XEL) stake by 10% in Q2 2026, selling an estimated $517K and leaving 55,435 shares worth $4.45M. The position accounts for 0.04% of the portfolio, ranked #418.

Atria Investments first reported a position in XEL in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.7M in Q4 2024. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Atria Investments held 55,435 shares of Xcel Energy worth $4.45M as of Q2 2026.
  • Atria Investments sold 6,477 Xcel Energy shares in Q2 2026, an estimated $517K.
  • Xcel Energy made up 0.04% of Atria Investments's portfolio in Q2 2026, its #418 holding.
  • Atria Investments first reported a position in Xcel Energy in Q4 2018 and has held it in 25 quarters since.
  • Atria Investments's Xcel Energy position peaked at $5.7M in Q4 2024.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.