Sound Income Strategies’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $204K | Buy |
2,543
+125
| +5% | +$9.98K | 0.01% | 469 |
|
|
2026
Q1 | $193K | Sell |
2,418
-21
| -0.9% | -$1.65K | 0.01% | 423 |
|
|
2025
Q4 | $184K | Buy |
2,439
+307
| +14% | +$24.2K | 0.01% | 436 |
|
|
2025
Q3 | $173K | Buy |
2,132
+4
| +0.2% | +$289 | 0.01% | 312 |
|
|
2025
Q2 | $145K | Sell |
2,128
-422
| -17% | -$29.3K | 0.01% | 328 |
|
|
2025
Q1 | $180K | Sell |
2,550
-337
| -12% | -$22.9K | 0.01% | 297 |
|
|
2024
Q4 | $195K | Buy |
2,887
+133
| +5% | +$8.92K | 0.01% | 253 |
|
|
2024
Q3 | $180K | Buy |
2,754
+566
| +26% | +$33.6K | 0.01% | 262 |
|
|
2024
Q2 | $117K | Hold |
2,188
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $118K | Hold |
2,188
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $135K | Buy |
2,188
+1,000
| +84% | +$60K | 0.01% | 239 |
|
|
2023
Q3 | $68K | Buy |
1,188
+1,145
| +2,663% | +$68.8K | 0.01% | 261 |
|
|
2023
Q2 | $2.67K | Hold |
43
| – | – | ﹤0.01% | 845 |
|
|
2023
Q1 | $2.9K | Hold |
43
| – | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $3.02K | Hold |
43
| – | – | ﹤0.01% | 711 |
|
|
2022
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 670 |
|
|
2022
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 683 |
|
|
2022
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 696 |
|
|
2021
Q4 | $3K | Buy |
+43
| New | +$2.8K | ﹤0.01% | 687 |
|
|
2021
Q1 | – | Sell |
-646
| Closed | -$43K | – | 1056 |
|
|
2020
Q4 | $43K | Buy |
646
+644
| +32,200% | +$44.9K | 0.01% | 224 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 952 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 891 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 897 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 793 |
|
|
2019
Q3 | $0 | Sell |
2
-1,400
| -100% | -$87.2K | ﹤0.01% | 781 |
|
|
2019
Q2 | $83K | Hold |
1,402
| – | – | 0.03% | 94 |
|
|
2019
Q1 | $79K | Hold |
1,402
| – | – | 0.04% | 98 |
|
|
2018
Q4 | $69K | Buy |
1,402
+1,244
| +787% | +$62.4K | 0.04% | 104 |
|
|
2018
Q3 | $7K | Buy |
158
+156
| +7,800% | +$7.37K | ﹤0.01% | 422 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 804 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 681 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | +$99 | ﹤0.01% | 589 |
|
Other funds holding XEL
WHRC
N
Sound Income Strategies's XEL Position: Q2 2026 in Review
Sound Income Strategies increased its Xcel Energy (XEL) stake by 5.2% in Q2 2026, buying an estimated $9.98K and bringing the position to 2,543 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #469.
Sound Income Strategies first reported a position in XEL in Q4 2017 and has held it in 32 quarters since. 874 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Sound Income Strategies held 2,543 shares of Xcel Energy worth $204K as of Q2 2026.
- Sound Income Strategies bought 125 Xcel Energy shares in Q2 2026, an estimated $9.98K.
- Xcel Energy made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #469 holding.
- Sound Income Strategies first reported a position in Xcel Energy in Q4 2017 and has held it in 32 quarters since.
- 874 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.