Trivium Point Advisory’s Xcel Energy XEL Stock Holding History

Trivium Point Advisory’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	$553K	Sell	6,883 -59	-0.8%	-$4.71K	0.05%	246
2026 Q1	$551K	Sell	6,942 -415	-6%	-$32.6K	0.1%	178
2025 Q4	$543K	Sell	7,357 -383	-5%	-$30.2K	0.05%	233
2025 Q3	$624K	Buy	7,740 +856	+12%	+$61.9K	0.06%	220
2025 Q2	$469K	Sell	6,884 -24	-0.3%	-$1.66K	0.05%	239
2025 Q1	$489K	Buy	6,908 +93	+1%	+$6.33K	0.06%	229
2024 Q4	$460K	Buy	6,815 +2,100	+45%	+$141K	0.06%	233
2024 Q3	$324K	Buy	+4,715	New	+$280K	0.05%	271
2021 Q1	–	Sell	-19,970	Closed	-$1.3M	–	210
2020 Q4	$1.3M	Sell	19,970 -1,084	-5%	-$75.5K	0.38%	103
2020 Q3	$1.45M	Buy	21,054 +520	+3%	+$35.5K	0.51%	73
2020 Q2	$1.31M	Buy	20,534 +2,006	+11%	+$126K	0.52%	72
2020 Q1	$1.16M	Sell	18,528 -2,508	-12%	-$163K	0.6%	68
2019 Q4	$1.34M	Buy	21,036 +183	+0.9%	+$11.4K	0.52%	88
2019 Q3	$1.33M	Sell	20,853 -5,521	-21%	-$344K	0.61%	79
2019 Q2	$1.57M	Sell	26,374 -150	-0.6%	-$8.62K	0.7%	63
2019 Q1	$1.49M	Sell	26,524 -491	-2%	-$26.1K	0.7%	62
2018 Q4	$1.33M	Buy	+27,015	New	+$1.35M	0.81%	59

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Trivium Point Advisory's XEL Position: Q2 2026 in Review

Trivium Point Advisory reduced its Xcel Energy (XEL) stake by 0.85% in Q2 2026, selling an estimated $4.71K and leaving 6,883 shares worth $553K. The position accounts for 0.05% of the portfolio, ranked #246.

Trivium Point Advisory first reported a position in XEL in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.57M in Q2 2019. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Trivium Point Advisory held 6,883 shares of Xcel Energy worth $553K as of Q2 2026.
Trivium Point Advisory sold 59 Xcel Energy shares in Q2 2026, an estimated $4.71K.
Xcel Energy made up 0.05% of Trivium Point Advisory's portfolio in Q2 2026, its #246 holding.
Trivium Point Advisory first reported a position in Xcel Energy in Q4 2018 and has held it in 17 quarters since.
Trivium Point Advisory's Xcel Energy position peaked at $1.57M in Q2 2019.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.