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Snowden Capital Advisors’s Xcel Energy XEL Stock Holding History

Snowden Capital 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 		$1.13M Sell
14,019
-3,084
-18% -$246K 0.03% 529
2026
Q1 		$1.37M Buy
17,103
+31
+0.2% +$2.43K 0.04% 432
2025
Q4 		$1.27M Sell
17,072
-146
-0.8% -$11.5K 0.03% 448
2025
Q3 		$1.4M Buy
17,218
+2,085
+14% +$151K 0.04% 421
2025
Q2 		$1.04M Sell
15,133
-152
-1% -$10.5K 0.03% 507
2025
Q1 		$1.09M Sell
15,285
-175
-1% -$11.9K 0.03% 478
2024
Q4 		$1.04M Sell
15,460
-378
-2% -$25.4K 0.03% 497
2024
Q3 		$1.04M Buy
15,838
+53
+0.3% +$3.14K 0.03% 513
2024
Q2 		$852K Buy
15,785
+9,271
+142% +$504K 0.03% 558
2024
Q1 		$354K Sell
6,514
-138
-2% -$7.88K 0.01% 906
2023
Q4 		$412K Buy
6,652
+2,296
+53% +$138K 0.02% 778
2023
Q3 		$249K Buy
+4,356
New +$262K 0.01% 918
2023
Q2 		– Sell
-3,126
Closed -$211K – 1220
2023
Q1 		$211K Buy
+3,126
New +$211K 0.01% 1061
2022
Q1 		– Sell
-139
Closed -$9K – 2075
2021
Q4 		$9K Buy
+139
New +$9.06K ﹤0.01% 1562

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

Snowden Capital Advisors's XEL Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Xcel Energy (XEL) stake by 18% in Q2 2026, selling an estimated $246K and leaving 14,019 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #529.

Snowden Capital Advisors first reported a position in XEL in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.4M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Snowden Capital Advisors held 14,019 shares of Xcel Energy worth $1.13M as of Q2 2026.
  • Snowden Capital Advisors sold 3,084 Xcel Energy shares in Q2 2026, an estimated $246K.
  • Xcel Energy made up 0.03% of Snowden Capital Advisors's portfolio in Q2 2026, its #529 holding.
  • Snowden Capital Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 14 quarters since.
  • Snowden Capital Advisors's Xcel Energy position peaked at $1.4M in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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