Sheets Smith Wealth Management’s Xcel Energy XEL Stock Holding History

Sheets Smith Wealth 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 Q1	–	Sell	-4,283	Closed	-$316K	–	412
2025 Q4	$316K	Sell	4,283 -770	-15%	-$60.7K	0.03%	340
2025 Q3	$408K	Sell	5,053 -830	-14%	-$60K	0.05%	308
2025 Q2	$401K	Sell	5,883 -183	-3%	-$12.7K	0.05%	308
2025 Q1	$429K	Sell	6,066 -450	-7%	-$30.6K	0.05%	267
2024 Q4	$440K	Sell	6,516 -150	-2%	-$10.1K	0.05%	279
2024 Q3	$435K	Sell	6,666 -1,233	-16%	-$73.1K	0.05%	271
2024 Q2	$422K	Sell	7,899 -1,500	-16%	-$81.6K	0.05%	271
2024 Q1	$505K	Sell	9,399 -1,200	-11%	-$68.5K	0.06%	239
2023 Q4	$656K	Sell	10,599 -830	-7%	-$49.8K	0.09%	178
2023 Q3	$654K	Hold	11,429	–	–	0.1%	172
2023 Q2	$711K	Hold	11,429	–	–	0.1%	170
2023 Q1	$771K	Sell	11,429 -2,250	-16%	-$152K	0.12%	160
2022 Q4	$959K	Hold	13,679	–	–	0.15%	133
2022 Q3	$875K	Buy	13,679 +5,000	+58%	+$364K	0.15%	140
2022 Q2	$614K	Sell	8,679 -5,001	-37%	-$364K	0.1%	162
2022 Q1	$987K	Sell	13,680 -14,250	-51%	-$979K	0.14%	144
2021 Q4	$1.89M	Hold	27,930	–	–	0.23%	99
2021 Q3	$1.75M	Hold	27,930	–	–	0.24%	108
2021 Q2	$1.84M	Hold	27,930	–	–	0.25%	97
2021 Q1	$1.86M	Hold	27,930	–	–	0.27%	93
2020 Q4	$1.86M	Buy	27,930 +80	+0.3%	+$5.58K	0.28%	90
2020 Q3	$1.92M	Hold	27,850	–	–	0.33%	76
2020 Q2	$1.74M	Hold	27,850	–	–	0.35%	77
2020 Q1	$1.68M	Hold	27,850	–	–	0.35%	74
2019 Q4	$1.77M	Hold	27,850	–	–	0.34%	77
2019 Q3	$1.81M	Sell	27,850 -7,500	-21%	-$467K	0.37%	73
2019 Q2	$2.1M	Sell	35,350 -125	-0.4%	-$7.19K	0.43%	65
2019 Q1	$1.99M	Hold	35,475	–	–	0.43%	65
2018 Q4	$1.75M	Hold	35,475	–	–	0.47%	64
2018 Q3	$1.68M	Hold	35,475	–	–	0.35%	76
2018 Q2	$1.62M	Hold	35,475	–	–	0.38%	70
2018 Q1	$1.61M	Hold	35,475	–	–	0.39%	69
2017 Q4	$1.71M	Sell	35,475 -5,900	-14%	-$293K	0.4%	71
2017 Q3	$1.96M	Hold	41,375	–	–	0.49%	58
2017 Q2	$1.9M	Hold	41,375	–	–	0.5%	59
2017 Q1	$1.84M	Sell	41,375 -100	-0.2%	-$4.24K	0.49%	64
2016 Q4	$1.69M	Buy	41,475 +50	+0.1%	+$2K	0.47%	63
2016 Q3	$1.7M	Hold	41,425	–	–	0.48%	61
2016 Q2	$1.85M	Hold	41,425	–	–	0.54%	54
2016 Q1	$1.73M	Hold	41,425	–	–	0.53%	54
2015 Q4	$1.49M	Hold	41,425	–	–	0.45%	67
2015 Q3	$1.47M	Buy	41,425 +925	+2%	+$31.5K	0.5%	60
2015 Q2	$1.3M	Sell	40,500 -4,725	-10%	-$159K	0.36%	85
2015 Q1	$1.57M	Hold	45,225	–	–	0.43%	66
2014 Q4	$1.62M	Hold	45,225	–	–	0.42%	69
2014 Q3	$1.38M	Hold	45,225	–	–	0.37%	82
2014 Q2	$1.46M	Hold	45,225	–	–	0.39%	74
2014 Q1	$1.37M	Hold	45,225	–	–	0.38%	71
2013 Q4	$1.26M	Hold	45,225	–	–	0.35%	73
2013 Q3	$1.25M	Hold	45,225	–	–	0.41%	67
2013 Q2	$1.28M	Buy	+45,225	New	+$1.35M	0.44%	63

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's XEL Position: Q1 2026 in Review

Sheets Smith Wealth Management sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 4,283 shares — an estimated $316K sold.

Sheets Smith Wealth Management first reported a position in XEL in Q2 2013 and held it in 51 quarters. The position peaked at $2.1M in Q2 2019. 1,271 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Sheets Smith Wealth Management reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
Sheets Smith Wealth Management sold 4,283 Xcel Energy shares in Q1 2026, an estimated $316K.
Sheets Smith Wealth Management first reported a position in Xcel Energy in Q2 2013 and held it in 51 quarters.
Sheets Smith Wealth Management's Xcel Energy position peaked at $2.1M in Q2 2019.
1,271 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.