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Sunbelt Securities’s Xcel Energy XEL Stock Holding History

Sunbelt Securities’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 		$226K Sell
2,845
-490
-15% -$38.4K 0.01% 606
2025
Q4 		$246K Buy
3,335
+89
+3% +$7.02K 0.02% 576
2025
Q3 		$262K Buy
3,246
+936
+41% +$67.7K 0.02% 569
2025
Q2 		$156K Sell
2,310
-712
-24% -$49.4K 0.01% 654
2025
Q1 		$214K Buy
3,022
+712
+31% +$48.5K 0.02% 545
2024
Q4 		$156K Sell
2,310
-165
-7% -$11.1K 0.01% 657
2024
Q3 		$162K Hold
2,475
– – 0.02% 651
2024
Q2 		$132K Buy
2,475
+1,275
+106% +$69.4K 0.01% 664
2024
Q1 		$64.5K Hold
1,200
– – 0.01% 821
2023
Q4 		$74.3K Hold
1,200
– – 0.01% 737
2023
Q3 		$68.7K Sell
1,200
-1,807
-60% -$109K 0.01% 740
2023
Q2 		$187K Hold
3,007
– – 0.03% 478
2023
Q1 		$201K Sell
3,007
-144
-5% -$9.72K 0.03% 437
2022
Q4 		$221K Buy
+3,151
New +$210K 0.04% 408
2022
Q3 		– Sell
-3,007
Closed -$213K – 458
2022
Q2 		$213K Hold
3,007
– – 0.05% 402
2022
Q1 		$217K Hold
3,007
– – 0.04% 425
2021
Q4 		$207K Sell
3,007
-83
-3% -$5.41K 0.03% 439
2021
Q3 		$214K Hold
3,090
– – 0.04% 415
2021
Q2 		$214K Buy
+3,090
New +$215K 0.04% 413
2020
Q1 		– Sell
-23,679
Closed -$1.5M – 667
2019
Q4 		$1.5M Sell
23,679
-68
-0.3% -$4.25K 0.16% 136
2019
Q3 		$1.54M Buy
+23,747
New +$1.48M 0.17% 126

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

Sunbelt Securities's XEL Position: Q1 2026 in Review

Sunbelt Securities reduced its Xcel Energy (XEL) stake by 15% in Q1 2026, selling an estimated $38.4K and leaving 2,845 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #606.

Sunbelt Securities first reported a position in XEL in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.54M in Q3 2019. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Sunbelt Securities held 2,845 shares of Xcel Energy worth $226K as of Q1 2026.
  • Sunbelt Securities sold 490 Xcel Energy shares in Q1 2026, an estimated $38.4K.
  • Xcel Energy made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #606 holding.
  • Sunbelt Securities first reported a position in Xcel Energy in Q3 2019 and has held it in 21 quarters since.
  • Sunbelt Securities's Xcel Energy position peaked at $1.54M in Q3 2019.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.