PA
XEL icon

Procyon Advisors’s Xcel Energy XEL Stock Holding History

Procyon 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 		$1.11M Sell
13,831
-2,062
-13% -$165K 0.05% 262
2026
Q1 		$1.26M Sell
15,893
-136
-0.8% -$10.7K 0.06% 245
2025
Q4 		$1.18M Sell
16,029
-2,657
-14% -$210K 0.06% 249
2025
Q3 		$1.51M Sell
18,686
-4,779
-20% -$346K 0.09% 180
2025
Q2 		$1.6M Sell
23,465
-5,172
-18% -$359K 0.15% 137
2025
Q1 		$2.03M Buy
28,637
+20
+0.1% +$1.36K 0.12% 169
2024
Q4 		$1.93M Buy
28,617
+1,845
+7% +$124K 0.12% 170
2024
Q3 		$1.75M Buy
26,772
+276
+1% +$16.4K 0.12% 178
2024
Q2 		$1.42M Buy
26,496
+3,027
+13% +$165K 0.1% 187
2024
Q1 		$1.26M Buy
23,469
+4,970
+27% +$284K 0.1% 200
2023
Q4 		$1.15M Buy
18,499
+58
+0.3% +$3.48K 0.1% 195
2023
Q3 		$1.06M Buy
18,441
+4,920
+36% +$296K 0.11% 194
2023
Q2 		$841K Buy
13,521
+3,795
+39% +$253K 0.11% 180
2023
Q1 		$656K Buy
+9,726
New +$656K 0.11% 181
2020
Q3 		– Sell
-288
Closed -$18K – 1079
2020
Q2 		$18K Buy
288
+19
+7% +$1.2K 0.01% 562
2020
Q1 		$16K Sell
269
-123
-31% -$8.02K 0.01% 521
2019
Q4 		$25K Buy
+392
New +$24.5K 0.02% 456

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

Procyon Advisors's XEL Position: Q2 2026 in Review

Procyon Advisors reduced its Xcel Energy (XEL) stake by 13% in Q2 2026, selling an estimated $165K and leaving 13,831 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #262.

Procyon Advisors first reported a position in XEL in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.03M in Q1 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Procyon Advisors held 13,831 shares of Xcel Energy worth $1.11M as of Q2 2026.
  • Procyon Advisors sold 2,062 Xcel Energy shares in Q2 2026, an estimated $165K.
  • Xcel Energy made up 0.05% of Procyon Advisors's portfolio in Q2 2026, its #262 holding.
  • Procyon Advisors first reported a position in Xcel Energy in Q4 2019 and has held it in 17 quarters since.
  • Procyon Advisors's Xcel Energy position peaked at $2.03M in Q1 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.