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Cahill Financial Advisors’s Xcel Energy XEL Stock Holding History

Cahill Financial 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 		$588K Sell
7,319
-178
-2% -$14.2K 0.06% 168
2026
Q1 		$596K Sell
7,497
-26
-0.3% -$2.04K 0.06% 160
2025
Q4 		$556K Hold
7,523
– – 0.06% 167
2025
Q3 		$607K Hold
7,523
– – 0.07% 156
2025
Q2 		$512K Sell
7,523
-332
-4% -$23K 0.06% 167
2025
Q1 		$556K Sell
7,855
-2,059
-21% -$140K 0.08% 152
2024
Q4 		$669K Sell
9,914
-90
-0.9% -$6.04K 0.09% 141
2024
Q3 		$653K Buy
10,004
+635
+7% +$37.7K 0.09% 140
2024
Q2 		$500K Sell
9,369
-1,678
-15% -$91.3K 0.07% 175
2024
Q1 		$594K Sell
11,047
-277
-2% -$15.8K 0.08% 161
2023
Q4 		$701K Sell
11,324
-505
-4% -$30.3K 0.1% 143
2023
Q3 		$677K Buy
11,829
+1
+0% +$60 0.11% 144
2023
Q2 		$735K Buy
11,828
+429
+4% +$28.6K 0.12% 135
2023
Q1 		$769K Buy
11,399
+1,053
+10% +$71.1K 0.14% 129
2022
Q4 		$725K Sell
10,346
-157
-1% -$10.4K 0.14% 133
2022
Q3 		$672K Buy
10,503
+7
+0.1% +$510 0.14% 134
2022
Q2 		$743K Buy
10,496
+11
+0.1% +$800 0.16% 126
2022
Q1 		$757K Sell
10,485
-357
-3% -$24.5K 0.14% 132
2021
Q4 		$734K Buy
10,842
+10
+0.1% +$652 0.14% 131
2021
Q3 		$677K Buy
10,832
+9
+0.1% +$608 0.14% 136
2021
Q2 		$713K Sell
10,823
-181
-2% -$12.6K 0.16% 118
2021
Q1 		$732K Buy
11,004
+9
+0.1% +$569 0.18% 109
2020
Q4 		$733K Buy
10,995
+108
+1% +$7.53K 0.18% 105
2020
Q3 		$751K Hold
10,887
– – 0.27% 85
2020
Q2 		$681K Buy
10,887
+17
+0.2% +$1.07K 0.26% 87
2020
Q1 		$656K Buy
10,870
+8
+0.1% +$521 0.3% 82
2019
Q4 		$690K Buy
10,862
+8
+0.1% +$500 0.25% 94
2019
Q3 		$705K Buy
10,854
+8
+0.1% +$498 0.27% 88
2019
Q2 		$646K Sell
10,846
-90
-0.8% -$5.17K 0.26% 89
2019
Q1 		$615K Sell
10,936
-381
-3% -$20.3K 0.26% 89
2018
Q4 		$558K Buy
11,317
+323
+3% +$16.2K 0.28% 85
2018
Q3 		$520K Buy
10,994
+24
+0.2% +$1.13K 0.23% 96
2018
Q2 		$502K Buy
10,970
+24
+0.2% +$1.07K 0.23% 99
2018
Q1 		$498K Buy
10,946
+503
+5% +$22.4K 0.24% 97
2017
Q4 		$503K Buy
10,443
+21
+0.2% +$1.04K 0.25% 96
2017
Q3 		$494K Sell
10,422
-158
-1% -$7.58K 0.26% 91
2017
Q2 		$486K Buy
10,580
+20
+0.2% +$921 0.27% 90
2017
Q1 		$470K Buy
10,560
+20
+0.2% +$847 0.27% 85
2016
Q4 		$429K Sell
10,540
-1,125
-10% -$45K 0.26% 86
2016
Q3 		$480K Sell
11,665
-587
-5% -$25.1K 0.31% 78
2016
Q2 		$549K Sell
12,252
-814
-6% -$33.7K 0.38% 69
2016
Q1 		$547K Buy
13,066
+171
+1% +$6.67K 0.41% 65
2015
Q4 		$464K Buy
12,895
+126
+1% +$4.5K 0.38% 66
2015
Q3 		$453K Buy
12,769
+22
+0.2% +$748 0.37% 71
2015
Q2 		$411K Buy
12,747
+21
+0.2% +$706 0.31% 77
2015
Q1 		$444K Buy
12,726
+18
+0.1% +$644 0.34% 71
2014
Q4 		$457K Sell
12,708
-122
-1% -$4.1K 0.35% 69
2014
Q3 		$391K Buy
12,830
+21
+0.2% +$657 0.31% 71
2014
Q2 		$413K Buy
12,809
+2,454
+24% +$76K 0.32% 73
2014
Q1 		$315K Sell
10,355
-84
-0.8% -$2.45K 0.27% 82
2013
Q4 		$292K Buy
+10,439
New +$295K 0.25% 85

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cahill Financial Advisors's XEL Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Xcel Energy (XEL) stake by 2.4% in Q2 2026, selling an estimated $14.2K and leaving 7,319 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #168.

Cahill Financial Advisors first reported a position in XEL in Q4 2013 and has held it in 51 quarters since. The position peaked at $769K in Q1 2023. 917 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Cahill Financial Advisors held 7,319 shares of Xcel Energy worth $588K as of Q2 2026.
  • Cahill Financial Advisors sold 178 Xcel Energy shares in Q2 2026, an estimated $14.2K.
  • Xcel Energy made up 0.06% of Cahill Financial Advisors's portfolio in Q2 2026, its #168 holding.
  • Cahill Financial Advisors first reported a position in Xcel Energy in Q4 2013 and has held it in 51 quarters since.
  • Cahill Financial Advisors's Xcel Energy position peaked at $769K in Q1 2023.
  • 917 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.