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SC&H Financial Advisors’s Xcel Energy XEL Stock Holding History

SC&H Financial 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 		$449K Hold
5,592
– – 0.06% 101
2026
Q1 		$444K Hold
5,592
– – 0.07% 98
2025
Q4 		$413K Hold
5,592
– – 0.06% 97
2025
Q3 		$451K Hold
5,592
– – 0.07% 95
2025
Q2 		$381K Hold
5,592
– – 0.07% 101
2025
Q1 		$396K Hold
5,592
– – 0.08% 101
2024
Q4 		$378K Sell
5,592
-951
-15% -$63.8K 0.08% 102
2024
Q3 		$427K Sell
6,543
-400
-6% -$23.7K 0.09% 100
2024
Q2 		$371K Sell
6,943
-911
-12% -$49.6K 0.09% 104
2024
Q1 		$422K Sell
7,854
-795
-9% -$45.4K 0.11% 97
2023
Q4 		$535K Sell
8,649
-572
-6% -$34.3K 0.15% 86
2023
Q3 		$528K Sell
9,221
-240
-3% -$14.4K 0.18% 83
2023
Q2 		$588K Sell
9,461
-752
-7% -$50.2K 0.19% 81
2023
Q1 		$689K Buy
10,213
+511
+5% +$34.5K 0.25% 72
2022
Q4 		$680K Sell
9,702
-560
-5% -$37.3K 0.28% 70
2022
Q3 		$657K Sell
10,262
-500
-5% -$36.4K 0.33% 63
2022
Q2 		$762K Buy
10,762
+2,890
+37% +$210K 0.36% 58
2022
Q1 		$568K Sell
7,872
-296
-4% -$20.3K 0.27% 78
2021
Q4 		$553K Buy
+8,168
New +$532K 0.31% 77

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SC&H Financial Advisors's XEL Position: Q2 2026 in Review

SC&H Financial Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 5,592 shares worth $449K. The position accounts for 0.06% of the portfolio, ranked #101.

SC&H Financial Advisors first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $762K in Q2 2022. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • SC&H Financial Advisors held 5,592 shares of Xcel Energy worth $449K as of Q2 2026.
  • SC&H Financial Advisors left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.06% of SC&H Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • SC&H Financial Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Xcel Energy position peaked at $762K in Q2 2022.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.