VCA
XEL icon

Verdence Capital Advisors’s Xcel Energy XEL Stock Holding History

Verdence Capital Advisors’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 		$709K Sell
8,832
-5,370
-38% -$429K 0.04% 364
2026
Q1 		$1.13M Sell
14,202
-5,818
-29% -$456K 0.07% 266
2025
Q4 		$1.48M Sell
20,020
-1,738
-8% -$137K 0.09% 211
2025
Q3 		$1.76M Buy
21,758
+385
+2% +$27.9K 0.1% 199
2025
Q2 		$1.46M Buy
21,373
+192
+0.9% +$13.3K 0.1% 200
2025
Q1 		$1.5M Sell
21,181
-462
-2% -$31.5K 0.11% 188
2024
Q4 		$1.46M Sell
21,643
-178
-0.8% -$11.9K 0.12% 199
2024
Q3 		$1.42M Buy
21,821
+633
+3% +$37.5K 0.11% 209
2024
Q2 		$1.13M Buy
21,188
+10,471
+98% +$570K 0.1% 226
2024
Q1 		$576K Buy
10,717
+535
+5% +$30.6K 0.05% 328
2023
Q4 		$630K Buy
+10,182
New +$611K 0.06% 297

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

Verdence Capital Advisors's XEL Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Xcel Energy (XEL) stake by 38% in Q2 2026, selling an estimated $429K and leaving 8,832 shares worth $709K. The position accounts for 0.04% of the portfolio, ranked #364.

Verdence Capital Advisors first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Verdence Capital Advisors held 8,832 shares of Xcel Energy worth $709K as of Q2 2026.
  • Verdence Capital Advisors sold 5,370 Xcel Energy shares in Q2 2026, an estimated $429K.
  • Xcel Energy made up 0.04% of Verdence Capital Advisors's portfolio in Q2 2026, its #364 holding.
  • Verdence Capital Advisors first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • Verdence Capital Advisors's Xcel Energy position peaked at $1.76M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.