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Sachetta’s Xcel Energy XEL Stock Holding History

Sachetta’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 		$19.7K Buy
245
+73
+42% +$5.83K 0.01% 300
2026
Q1 		$13.7K Buy
172
+93
+118% +$7.29K 0.01% 368
2025
Q4 		$5.83K Hold
79
– – ﹤0.01% 509
2025
Q3 		$6.37K Hold
79
– – ﹤0.01% 551
2025
Q2 		$5.38K Buy
79
+18
+30% +$1.25K ﹤0.01% 565
2025
Q1 		$4.32K Sell
61
-1
-2% -$68 ﹤0.01% 594
2024
Q4 		$4.19K Sell
62
-5
-7% -$335 ﹤0.01% 632
2024
Q3 		$4.38K Hold
67
– – ﹤0.01% 656
2024
Q2 		$3.93K Sell
67
-23
-26% -$1.25K ﹤0.01% 645
2024
Q1 		$5.59K Hold
90
– – ﹤0.01% 503
2023
Q4 		$5.59K Buy
+90
New +$5.4K ﹤0.01% 503

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

Sachetta's XEL Position: Q2 2026 in Review

Sachetta increased its Xcel Energy (XEL) stake by 42% in Q2 2026, buying an estimated $5.83K and bringing the position to 245 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #300.

Sachetta first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Sachetta held 245 shares of Xcel Energy worth $19.7K as of Q2 2026.
  • Sachetta bought 73 Xcel Energy shares in Q2 2026, an estimated $5.83K.
  • Xcel Energy made up 0.01% of Sachetta's portfolio in Q2 2026, its #300 holding.
  • Sachetta first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.