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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

SageView Advisory Group's XEL Position: Q4 2025 in Review

SageView Advisory Group increased its Xcel Energy (XEL) stake by 0.64% in Q4 2025, buying an estimated $3.63K and bringing the position to 7,201 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #349.

SageView Advisory Group first reported a position in XEL in Q4 2023 and has held it in 6 quarters since. The position peaked at $655K in Q4 2023. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

SageView Advisory Group held 7,201 shares of Xcel Energy worth $532K as of Q4 2025.
SageView Advisory Group bought 46 Xcel Energy shares in Q4 2025, an estimated $3.63K.
Xcel Energy made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #349 holding.
SageView Advisory Group first reported a position in Xcel Energy in Q4 2023 and has held it in 6 quarters since.
SageView Advisory Group's Xcel Energy position peaked at $655K in Q4 2023.
1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.