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SkyView Investment Advisors’s Xcel Energy XEL Stock Holding History

SkyView Investment 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 		– Sell
-3,479
Closed -$276K – 418
2026
Q1 		$276K Sell
3,479
-1,611
-32% -$126K 0.04% 252
2025
Q4 		$376K Sell
5,090
-651
-11% -$51.3K 0.05% 237
2025
Q3 		$463K Hold
5,741
– – 0.06% 219
2025
Q2 		$389K Hold
5,741
– – 0.06% 221
2025
Q1 		$406K Buy
+5,741
New +$391K 0.06% 214
2023
Q4 		– Sell
-40
Closed -$2K – 496
2023
Q3 		$2K Buy
+40
New +$2.4K ﹤0.01% 487

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

SkyView Investment Advisors's XEL Position: Q2 2026 in Review

SkyView Investment Advisors sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 3,479 shares — an estimated $276K sold.

SkyView Investment Advisors first reported a position in XEL in Q3 2023 and held it in 6 quarters. The position peaked at $463K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • SkyView Investment Advisors reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • SkyView Investment Advisors sold 3,479 Xcel Energy shares in Q2 2026, an estimated $276K.
  • SkyView Investment Advisors first reported a position in Xcel Energy in Q3 2023 and held it in 6 quarters.
  • SkyView Investment Advisors's Xcel Energy position peaked at $463K in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on SkyView Investment Advisors's 13F filing for Q2 2026, filed 15 Sep 2026.