SFS
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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
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 – 2772
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 $5.7T 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 $1.47T 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return