SFS
XEL icon

Sowell Financial Services’s Xcel Energy XEL Stock Holding History

Sowell Financial Services’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 		$372K Sell
4,633
-106
-2% -$8.46K 0.01% 780
2026
Q1 		$376K Buy
4,739
+592
+14% +$46.4K 0.01% 742
2025
Q4 		$306K Sell
4,147
-30
-0.7% -$2.37K 0.01% 823
2025
Q3 		$337K Buy
4,177
+90
+2% +$6.51K 0.01% 774
2025
Q2 		$278K Sell
4,087
-897
-18% -$62.2K 0.01% 819
2025
Q1 		$353K Buy
+4,984
New +$339K 0.02% 696
2024
Q3 		– Sell
-15,877
Closed -$857K – 588
2024
Q2 		$857K Buy
15,877
+3,244
+26% +$176K 0.04% 357
2024
Q1 		$686K Buy
+12,633
New +$721K 0.03% 406
2023
Q2 		– Sell
-6,095
Closed -$411K – 846
2023
Q1 		$411K Buy
+6,095
New +$411K 0.03% 487
2021
Q2 		– Sell
-6,673
Closed -$477K – 2767
2021
Q1 		$477K Sell
6,673
-1,498
-18% -$94.7K 0.02% 655
2020
Q4 		$545K Buy
8,171
+629
+8% +$43.8K 0.02% 496
2020
Q3 		$520K Sell
7,542
-2,938
-28% -$200K 0.03% 457
2020
Q2 		$655K Buy
10,480
+4,669
+80% +$294K 0.04% 380
2020
Q1 		$350K Buy
5,811
+204
+4% +$13.3K 0.03% 497
2019
Q4 		$356K Buy
5,607
+495
+10% +$31K 0.03% 547
2019
Q3 		$332K Buy
+5,112
New +$319K 0.03% 510
2019
Q1 		$273K Buy
4,848
+8
+0.2% +$426 0.03% 469
2018
Q4 		$238K Buy
4,840
+558
+13% +$28K 0.03% 432
2018
Q3 		$202K Buy
+4,282
New +$202K 0.03% 332

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

Sowell Financial Services's XEL Position: Q2 2026 in Review

Sowell Financial Services reduced its Xcel Energy (XEL) stake by 2.2% in Q2 2026, selling an estimated $8.46K and leaving 4,633 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #780.

Sowell Financial Services first reported a position in XEL in Q3 2018 and has held it in 19 quarters since. The position peaked at $857K in Q2 2024. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Sowell Financial Services held 4,633 shares of Xcel Energy worth $372K as of Q2 2026.
  • Sowell Financial Services sold 106 Xcel Energy shares in Q2 2026, an estimated $8.46K.
  • Xcel Energy made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #780 holding.
  • Sowell Financial Services first reported a position in Xcel Energy in Q3 2018 and has held it in 19 quarters since.
  • Sowell Financial Services's Xcel Energy position peaked at $857K in Q2 2024.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.