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SOA Wealth Advisors’s Xcel Energy XEL Stock Holding History

SOA Wealth 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 		$51.1K Hold
636
– – 0.01% 388
2026
Q1 		$50.5K Hold
636
– – 0.01% 365
2025
Q4 		$47K Hold
636
– – 0.01% 383
2025
Q3 		$51.3K Sell
636
-40
-6% -$2.89K 0.01% 373
2025
Q2 		$46K Hold
676
– – 0.01% 380
2025
Q1 		$47.9K Hold
676
– – 0.01% 350
2024
Q4 		$45.6K Hold
676
– – 0.01% 339
2024
Q3 		$44.1K Hold
676
– – 0.01% 338
2024
Q2 		$36.1K Sell
676
-546
-45% -$29.7K 0.01% 353
2024
Q1 		$65.7K Buy
1,222
+4
+0.3% +$228 0.01% 281
2023
Q4 		$75.4K Buy
1,218
+5
+0.4% +$300 0.02% 260
2023
Q3 		$69.4K Buy
1,213
+5
+0.4% +$301 0.02% 256
2023
Q2 		$75.1K Buy
1,208
+3
+0.2% +$200 0.02% 255
2023
Q1 		$81.2K Buy
1,205
+4
+0.3% +$270 0.02% 241
2022
Q4 		$84.2K Buy
1,201
+5
+0.4% +$333 0.02% 234
2022
Q3 		$76K Buy
1,196
+4
+0.3% +$291 0.02% 223
2022
Q2 		$84K Buy
1,192
+3
+0.3% +$218 0.02% 218
2022
Q1 		$85K Buy
1,189
+3
+0.3% +$206 0.02% 248
2021
Q4 		$80K Sell
1,186
-287
-19% -$18.7K 0.02% 246
2021
Q3 		$92K Buy
1,473
+3
+0.2% +$203 0.02% 230
2021
Q2 		$96K Buy
1,470
+3
+0.2% +$209 0.02% 220
2021
Q1 		$97K Buy
1,467
+500
+52% +$31.6K 0.03% 199
2020
Q4 		$60K Buy
+967
New +$67.4K 0.02% 241

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

SOA Wealth Advisors's XEL Position: Q2 2026 in Review

SOA Wealth Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 636 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #388.

SOA Wealth Advisors first reported a position in XEL in Q4 2020 and has held it in 23 quarters since. The position peaked at $97K in Q1 2021. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • SOA Wealth Advisors held 636 shares of Xcel Energy worth $51.1K as of Q2 2026.
  • SOA Wealth Advisors left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #388 holding.
  • SOA Wealth Advisors first reported a position in Xcel Energy in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Xcel Energy position peaked at $97K in Q1 2021.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.