Colonial Trust Advisors’s Xcel Energy XEL Stock Holding History

Colonial Trust Advisors’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	$144K	Hold	1,795	–	–	0.01%	241
2026 Q1	$143K	Hold	1,795	–	–	0.01%	231
2025 Q4	$133K	Hold	1,795	–	–	0.01%	236
2025 Q3	$145K	Hold	1,795	–	–	0.01%	228
2025 Q2	$122K	Hold	1,795	–	–	0.01%	241
2025 Q1	$127K	Buy	1,795 +250	+16%	+$17K	0.01%	239
2024 Q4	$104K	Sell	1,545 -200	-11%	-$13.4K	0.01%	239
2024 Q3	$114K	Hold	1,745	–	–	0.01%	252
2024 Q2	$93.2K	Buy	1,745 +248	+17%	+$13.5K	0.01%	257
2024 Q1	$80.5K	Sell	1,497 -45	-3%	-$2.57K	0.01%	271
2023 Q4	$95.5K	Buy	1,542 +29	+2%	+$1.74K	0.01%	246
2023 Q3	$86.6K	Buy	1,513 +2	+0.1%	+$120	0.01%	260
2023 Q2	$93.9K	Hold	1,511	–	–	0.01%	258
2023 Q1	$102K	Buy	1,511 +3	+0.2%	+$202	0.01%	253
2022 Q4	$106K	Hold	1,508	–	–	0.01%	252
2022 Q3	$97K	Buy	+1,508	New	+$110K	0.01%	217

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Colonial Trust Advisors's XEL Position: Q2 2026 in Review

Colonial Trust Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 1,795 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #241.

Colonial Trust Advisors first reported a position in XEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $145K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Colonial Trust Advisors held 1,795 shares of Xcel Energy worth $144K as of Q2 2026.
Colonial Trust Advisors left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #241 holding.
Colonial Trust Advisors first reported a position in Xcel Energy in Q3 2022 and has held it in 16 quarters since.
Colonial Trust Advisors's Xcel Energy position peaked at $145K in Q3 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.