EWA
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EverSource Wealth Advisors’s Xcel Energy XEL Stock Holding History

EverSource Wealth 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 		$891K Sell
11,091
-1,263
-10% -$101K 0.03% 376
2026
Q1 		$981K Buy
12,354
+469
+4% +$36.8K 0.03% 384
2025
Q4 		$878K Buy
11,885
+495
+4% +$39K 0.03% 375
2025
Q3 		$919K Sell
11,390
-85
-0.7% -$6.15K 0.04% 331
2025
Q2 		$781K Buy
11,475
+1,363
+13% +$94.5K 0.04% 334
2025
Q1 		$716K Buy
10,112
+870
+9% +$59.2K 0.04% 311
2024
Q4 		$624K Buy
9,242
+160
+2% +$10.7K 0.04% 324
2024
Q3 		$593K Buy
9,082
+95
+1% +$5.63K 0.04% 297
2024
Q2 		$524K Buy
8,987
+2,748
+44% +$149K 0.03% 302
2024
Q1 		$335K Buy
6,239
+4
+0.1% +$228 0.03% 354
2023
Q4 		$386K Buy
6,235
+5,602
+885% +$336K 0.04% 288
2023
Q3 		$36.2K Buy
633
+35
+6% +$2.1K ﹤0.01% 932
2023
Q2 		$37.2K Sell
598
-170
-22% -$11.3K ﹤0.01% 948
2023
Q1 		$51.8K Sell
768
-178
-19% -$12K 0.01% 785
2022
Q4 		$66.3K Buy
946
+206
+28% +$13.7K 0.01% 638
2022
Q3 		$48K Buy
740
+250
+51% +$18.2K 0.01% 652
2022
Q2 		$35K Sell
490
-77
-14% -$5.6K 0.01% 692
2022
Q1 		$41K Buy
567
+239
+73% +$16.4K 0.01% 504
2021
Q4 		$22K Buy
+328
New +$21.4K 0.01% 648

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 $3.37T AUM 44.26% 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

EverSource Wealth Advisors's XEL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Xcel Energy (XEL) stake by 10% in Q2 2026, selling an estimated $101K and leaving 11,091 shares worth $891K. The position accounts for 0.03% of the portfolio, ranked #376.

EverSource Wealth Advisors first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $981K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • EverSource Wealth Advisors held 11,091 shares of Xcel Energy worth $891K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,263 Xcel Energy shares in Q2 2026, an estimated $101K.
  • Xcel Energy made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #376 holding.
  • EverSource Wealth Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Xcel Energy position peaked at $981K in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.