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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sone Capital Management's XEL Position: Q1 2026 in Review

Sone Capital Management reduced its Xcel Energy (XEL) stake by 30% in Q1 2026, selling an estimated $5.75M and leaving 172,854 shares worth $13.7M. The position accounts for 1.15% of the portfolio, ranked #33.

Sone Capital Management first reported a position in XEL in Q1 2025 and has held it in 4 quarters since. The position peaked at $18.3M in Q1 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Sone Capital Management held 172,854 shares of Xcel Energy worth $13.7M as of Q1 2026.
  • Sone Capital Management sold 73,250 Xcel Energy shares in Q1 2026, an estimated $5.75M.
  • Xcel Energy made up 1.15% of Sone Capital Management's portfolio in Q1 2026, its #33 holding.
  • Sone Capital Management first reported a position in Xcel Energy in Q1 2025 and has held it in 4 quarters since.
  • Sone Capital Management's Xcel Energy position peaked at $18.3M in Q1 2025.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.