Sagespring Wealth Partners’s Xcel Energy XEL Stock Holding History

Sagespring Wealth Partners’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 Q1	$632K	Sell	7,959 -403	-5%	-$31.6K	0.01%	438
2025 Q4	$618K	Sell	8,362 -17	-0.2%	-$1.34K	0.01%	421
2025 Q3	$676K	Sell	8,379 -155	-2%	-$11.2K	0.01%	389
2025 Q2	$581K	Buy	8,534 +3,292	+63%	+$228K	0.01%	393
2025 Q1	$371K	Buy	5,242 +709	+16%	+$48.3K	0.01%	459
2024 Q4	$306K	Buy	+4,533	New	+$304K	0.01%	475

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sagespring Wealth Partners's XEL Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Xcel Energy (XEL) stake by 4.8% in Q1 2026, selling an estimated $31.6K and leaving 7,959 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #438.

Sagespring Wealth Partners first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $676K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Sagespring Wealth Partners held 7,959 shares of Xcel Energy worth $632K as of Q1 2026.
Sagespring Wealth Partners sold 403 Xcel Energy shares in Q1 2026, an estimated $31.6K.
Xcel Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #438 holding.
Sagespring Wealth Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Xcel Energy position peaked at $676K in Q3 2025.
1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.