SageView Advisory Group’s Xcel Energy XEL Stock Holding History

SageView Advisory Group’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	$470K	Sell	5,852 -764	-12%	-$61K	0.02%	374
2026 Q1	$526K	Sell	6,616 -585	-8%	-$45.9K	0.02%	344
2025 Q4	$532K	Buy	7,201 +46	+0.6%	+$3.63K	0.02%	349
2025 Q3	$577K	Sell	7,155 -89	-1%	-$6.44K	0.02%	356
2025 Q2	$515K	Buy	7,244 +2,222	+44%	+$154K	0.02%	362
2025 Q1	$356K	Buy	5,022 +1,071	+27%	+$72.9K	0.02%	422
2024 Q4	$267K	Buy	+3,951	New	+$265K	0.01%	489
2024 Q1	–	Sell	-10,958	Closed	-$655K	–	839
2023 Q4	$655K	Buy	+10,958	New	+$657K	0.03%	332

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

SageView Advisory Group's XEL Position: Q2 2026 in Review

SageView Advisory Group reduced its Xcel Energy (XEL) stake by 12% in Q2 2026, selling an estimated $61K and leaving 5,852 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #374.

SageView Advisory Group first reported a position in XEL in Q4 2023 and has held it in 8 quarters since. The position peaked at $655K in Q4 2023. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

SageView Advisory Group held 5,852 shares of Xcel Energy worth $470K as of Q2 2026.
SageView Advisory Group sold 764 Xcel Energy shares in Q2 2026, an estimated $61K.
Xcel Energy made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #374 holding.
SageView Advisory Group first reported a position in Xcel Energy in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's Xcel Energy position peaked at $655K in Q4 2023.
1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.