Sanctuary Advisors’s Xcel Energy XEL Stock Holding History

Sanctuary Advisors’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	$6.85M	Buy	85,314 +31,564	+59%	+$2.52M	0.03%	508
2026 Q1	$4.27M	Sell	53,750 -5,353	-9%	-$420K	0.02%	609
2025 Q4	$4.37M	Buy	59,103 +1,686	+3%	+$133K	0.02%	591
2025 Q3	$4.63M	Buy	57,417 +4,409	+8%	+$319K	0.03%	562
2025 Q2	$3.61M	Sell	53,008 -259	-0.5%	-$18K	0.02%	616
2025 Q1	$3.77M	Sell	53,267 -31,356	-37%	-$2.13M	0.03%	561
2024 Q4	$5.66M	Buy	84,623 +1,797	+2%	+$121K	0.04%	469
2024 Q3	$5.91M	Buy	82,826 +18,489	+29%	+$1.1M	0.04%	455
2024 Q2	$3.47M	Buy	+64,337	New	+$3.5M	0.03%	589

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

Sanctuary Advisors's XEL Position: Q2 2026 in Review

Sanctuary Advisors increased its Xcel Energy (XEL) stake by 59% in Q2 2026, buying an estimated $2.52M and bringing the position to 85,314 shares worth $6.85M. The position accounts for 0.03% of the portfolio, ranked #508.

Sanctuary Advisors first reported a position in XEL in Q2 2024 and has held it in 9 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Sanctuary Advisors held 85,314 shares of Xcel Energy worth $6.85M as of Q2 2026.
Sanctuary Advisors bought 31,564 Xcel Energy shares in Q2 2026, an estimated $2.52M.
Xcel Energy made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #508 holding.
Sanctuary Advisors first reported a position in Xcel Energy in Q2 2024 and has held it in 9 quarters since.
1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.