Sunpointe’s Xcel Energy XEL Stock Holding History

Sunpointe’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	–	Sell	-3,422	Closed	-$255K	–	296
2025 Q4	$255K	Sell	3,422 -198	-5%	-$15.6K	0.08%	213
2025 Q3	$294K	Buy	3,620 +41	+1%	+$2.97K	0.11%	183
2025 Q2	$246K	Buy	3,579 +16	+0.4%	+$1.11K	0.1%	192
2025 Q1	$254K	Buy	3,563 +64	+2%	+$4.36K	0.14%	138
2024 Q4	$236K	Sell	3,499 -253	-7%	-$17K	0.12%	156
2024 Q3	$247K	Hold	3,752	–	–	0.2%	130
2024 Q2	$202K	Buy	+3,752	New	+$204K	0.13%	152

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sunpointe's XEL Position: Q1 2026 in Review

Sunpointe sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 3,422 shares — an estimated $255K sold.

Sunpointe first reported a position in XEL in Q2 2024 and held it in 7 quarters. The position peaked at $294K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Sunpointe reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
Sunpointe sold 3,422 Xcel Energy shares in Q1 2026, an estimated $255K.
Sunpointe first reported a position in Xcel Energy in Q2 2024 and held it in 7 quarters.
Sunpointe's Xcel Energy position peaked at $294K in Q3 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.