Sagewood Asset Management’s Xcel Energy XEL Stock Holding History

Sagewood Asset Management’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	$207K	Buy	+2,576	New	+$206K	0.05%	415

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

Sagewood Asset Management's XEL Position: Q2 2026 in Review

Sagewood Asset Management opened a new position in Xcel Energy (XEL) in Q2 2026: 2,576 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #415 among its holdings.

1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Sagewood Asset Management held 2,576 shares of Xcel Energy worth $207K as of Q2 2026.
Xcel Energy was a new Sagewood Asset Management position in Q2 2026.
Xcel Energy made up 0.05% of Sagewood Asset Management's portfolio in Q2 2026, its #415 holding.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.