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Sound View Wealth Advisors Group’s Xcel Energy XEL Stock Holding History

Sound View Wealth Advisors Group’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 		$2.64M Sell
32,837
-1,812
-5% -$145K 0.16% 117
2026
Q1 		$2.75M Buy
34,649
+289
+0.8% +$22.7K 0.19% 110
2025
Q4 		$2.54M Buy
34,360
+1,465
+4% +$116K 0.17% 116
2025
Q3 		$2.65M Buy
32,895
+2,229
+7% +$161K 0.18% 115
2025
Q2 		$2.09M Buy
30,666
+13,830
+82% +$959K 0.15% 127
2025
Q1 		$1.19M Buy
16,836
+1,218
+8% +$82.9K 0.1% 159
2024
Q4 		$1.05M Buy
15,618
+11,745
+303% +$788K 0.08% 171
2024
Q3 		$253K Buy
+3,873
New +$230K 0.02% 366
2024
Q1 		– Sell
-4,788
Closed -$296K – 396
2023
Q4 		$296K Buy
4,788
+595
+14% +$35.7K 0.03% 305
2023
Q3 		$240K Buy
4,193
+505
+14% +$30.4K 0.03% 321
2023
Q2 		$229K Buy
3,688
+86
+2% +$5.74K 0.03% 330
2023
Q1 		$243K Sell
3,602
-1,186
-25% -$80K 0.03% 317
2022
Q4 		$296K Buy
4,788
+1,623
+51% +$108K 0.03% 305
2022
Q3 		$203K Hold
3,165
– – 0.05% 257
2022
Q2 		$224K Sell
3,165
-7
-0.2% -$509 0.05% 260
2022
Q1 		$229K Buy
3,172
+7
+0.2% +$481 0.04% 270
2021
Q4 		$214K Buy
+3,165
New +$206K 0.04% 277
2021
Q3 		– Sell
-3,165
Closed -$209K – 297
2021
Q2 		$209K Hold
3,165
– – 0.04% 272
2021
Q1 		$211K Buy
+3,165
New +$200K 0.05% 255
2020
Q4 		– Sell
-2,985
Closed -$206K – 262
2020
Q3 		$206K Buy
+2,985
New +$204K 0.05% 235

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

Sound View Wealth Advisors Group's XEL Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Xcel Energy (XEL) stake by 5.2% in Q2 2026, selling an estimated $145K and leaving 32,837 shares worth $2.64M. The position accounts for 0.16% of the portfolio, ranked #117.

Sound View Wealth Advisors Group first reported a position in XEL in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.75M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Sound View Wealth Advisors Group held 32,837 shares of Xcel Energy worth $2.64M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,812 Xcel Energy shares in Q2 2026, an estimated $145K.
  • Xcel Energy made up 0.16% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #117 holding.
  • Sound View Wealth Advisors Group first reported a position in Xcel Energy in Q3 2020 and has held it in 20 quarters since.
  • Sound View Wealth Advisors Group's Xcel Energy position peaked at $2.75M in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.