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Sequoia Financial Advisors’s Xcel Energy XEL Stock Holding History

Sequoia 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 		$3.85M Buy
47,995
+4,983
+12% +$398K 0.02% 399
2026
Q1 		$3.42M Sell
43,012
-1,840
-4% -$144K 0.02% 422
2025
Q4 		$3.31M Buy
44,852
+4,607
+11% +$363K 0.02% 426
2025
Q3 		$3.25M Buy
40,245
+4,442
+12% +$321K 0.02% 395
2025
Q2 		$2.44M Buy
35,803
+9,355
+35% +$649K 0.02% 427
2025
Q1 		$1.87M Buy
26,448
+5,883
+29% +$400K 0.01% 449
2024
Q4 		$1.39M Buy
20,565
+12,102
+143% +$812K 0.01% 492
2024
Q3 		$553K Buy
8,463
+361
+4% +$21.4K 0.01% 716
2024
Q2 		$433K Buy
8,102
+2,209
+37% +$120K 0.01% 755
2024
Q1 		$317K Sell
5,893
-6,180
-51% -$353K ﹤0.01% 834
2023
Q4 		$747K Buy
12,073
+5,936
+97% +$356K 0.01% 615
2023
Q3 		$351K Sell
6,137
-561
-8% -$33.7K 0.01% 628
2023
Q2 		$416K Buy
6,698
+784
+13% +$52.3K 0.01% 587
2023
Q1 		$399K Buy
5,914
+267
+5% +$18K 0.01% 532
2022
Q4 		$396K Buy
5,647
+1,812
+47% +$121K 0.01% 499
2022
Q3 		$245K Buy
3,835
+191
+5% +$13.9K 0.01% 446
2022
Q2 		$258K Sell
3,644
-131
-3% -$9.53K 0.01% 483
2022
Q1 		$272K Buy
3,775
+304
+9% +$20.9K 0.01% 528
2021
Q4 		$235K Buy
+3,471
New +$226K 0.01% 511
2021
Q3 		– Sell
-3,536
Closed -$233K – 469
2021
Q2 		$233K Buy
+3,536
New +$246K 0.01% 425

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's XEL Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Xcel Energy (XEL) stake by 12% in Q2 2026, buying an estimated $398K and bringing the position to 47,995 shares worth $3.85M. The position accounts for 0.02% of the portfolio, ranked #399.

Sequoia Financial Advisors first reported a position in XEL in Q2 2021 and has held it in 20 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Sequoia Financial Advisors held 47,995 shares of Xcel Energy worth $3.85M as of Q2 2026.
  • Sequoia Financial Advisors bought 4,983 Xcel Energy shares in Q2 2026, an estimated $398K.
  • Xcel Energy made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #399 holding.
  • Sequoia Financial Advisors first reported a position in Xcel Energy in Q2 2021 and has held it in 20 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.