Washington Trust Advisors’s Xcel Energy XEL Stock Holding History

Washington Trust 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	$82.7K	Sell	1,030 -19	-2%	-$1.52K	0.01%	314
2026 Q1	$83.3K	Buy	1,049 +19	+2%	+$1.49K	0.01%	306
2025 Q4	$76.1K	Hold	1,030	–	–	0.01%	316
2025 Q3	$83.1K	Hold	1,030	–	–	0.01%	304
2025 Q2	$70.1K	Hold	1,030	–	–	0.01%	291
2025 Q1	$72.9K	Hold	1,030	–	–	0.01%	282
2024 Q4	$69.5K	Hold	1,030	–	–	0.01%	294
2024 Q3	$67.3K	Hold	1,030	–	–	0.01%	296
2024 Q2	$55K	Hold	1,030	–	–	0.01%	305
2024 Q1	$55.4K	Hold	1,030	–	–	0.01%	306
2023 Q4	$63.8K	Hold	1,030	–	–	0.01%	282
2023 Q3	$58.9K	Hold	1,030	–	–	0.01%	283
2023 Q2	$64K	Sell	1,030 -119	-10%	-$7.95K	0.01%	272
2023 Q1	$77.5K	Hold	1,149	–	–	0.01%	270
2022 Q4	$80.6K	Buy	1,149 +7	+0.6%	+$466	0.01%	271
2022 Q3	$73K	Buy	1,142 +4	+0.4%	+$291	0.01%	330
2022 Q2	$81K	Buy	1,138 +6	+0.5%	+$437	0.01%	325
2022 Q1	$81K	Hold	1,132	–	–	0.01%	370
2021 Q4	$77K	Buy	+1,132	New	+$73.8K	0.01%	403

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 $3.38T AUM 44.17% 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

Washington Trust Advisors's XEL Position: Q2 2026 in Review

Washington Trust Advisors reduced its Xcel Energy (XEL) stake by 1.8% in Q2 2026, selling an estimated $1.52K and leaving 1,030 shares worth $82.7K. The position accounts for 0.01% of the portfolio, ranked #314.

Washington Trust Advisors first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $83.3K in Q1 2026. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Washington Trust Advisors held 1,030 shares of Xcel Energy worth $82.7K as of Q2 2026.
Washington Trust Advisors sold 19 Xcel Energy shares in Q2 2026, an estimated $1.52K.
Xcel Energy made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #314 holding.
Washington Trust Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Xcel Energy position peaked at $83.3K in Q1 2026.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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