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 Q2	$599K	Sell	7,464 -495	-6%	-$39.5K	0.01%	479
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 $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

Sagespring Wealth Partners's XEL Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Xcel Energy (XEL) stake by 6.2% in Q2 2026, selling an estimated $39.5K and leaving 7,464 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #479.

Sagespring Wealth Partners first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $676K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Sagespring Wealth Partners held 7,464 shares of Xcel Energy worth $599K as of Q2 2026.
Sagespring Wealth Partners sold 495 Xcel Energy shares in Q2 2026, an estimated $39.5K.
Xcel Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #479 holding.
Sagespring Wealth Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Xcel Energy position peaked at $676K in Q3 2025.
1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.