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Sone Capital Management’s Xcel Energy XEL Stock Holding History

Sone Capital 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
Q2 		$7.94M Sell
98,863
-73,991
-43% -$5.91M 0.6% 65
2026
Q1 		$13.7M Sell
172,854
-73,250
-30% -$5.75M 1.15% 33
2025
Q4 		$18.2M Buy
+246,104
New +$19.4M 1.47% 24
2025
Q3 		– Sell
-259,916
Closed -$17.7M – 127
2025
Q2 		$17.7M Buy
259,916
+741
+0.3% +$51.4K 1.63% 19
2025
Q1 		$18.3M Buy
+259,175
New +$17.6M 1.89% 15

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

Sone Capital Management's XEL Position: Q2 2026 in Review

Sone Capital Management reduced its Xcel Energy (XEL) stake by 43% in Q2 2026, selling an estimated $5.91M and leaving 98,863 shares worth $7.94M. The position accounts for 0.6% of the portfolio, ranked #65.

Sone Capital Management first reported a position in XEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $18.3M in Q1 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Sone Capital Management held 98,863 shares of Xcel Energy worth $7.94M as of Q2 2026.
  • Sone Capital Management sold 73,991 Xcel Energy shares in Q2 2026, an estimated $5.91M.
  • Xcel Energy made up 0.6% of Sone Capital Management's portfolio in Q2 2026, its #65 holding.
  • Sone Capital Management first reported a position in Xcel Energy in Q1 2025 and has held it in 5 quarters since.
  • Sone Capital Management's Xcel Energy position peaked at $18.3M in Q1 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.