CJ
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Caitlin John’s Xcel Energy XEL Stock Holding History

Caitlin John’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 		$19.6K Buy
244
+54
+28% +$4.31K 0.01% 505
2026
Q1 		$15.1K Hold
190
– – 0.01% 468
2025
Q4 		$14K Buy
190
+1
+0.5% +$79 0.01% 488
2025
Q3 		$15.2K Buy
+189
New +$13.7K 0.01% 441
2025
Q1 		– Sell
-221
Closed -$14.9K – 818
2024
Q4 		$14.9K Hold
221
– – 0.01% 414
2024
Q3 		$15.2K Sell
221
-4,998
-96% -$296K 0.01% 422
2024
Q2 		$279K Buy
+5,219
New +$284K 0.2% 107

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

Caitlin John's XEL Position: Q2 2026 in Review

Caitlin John increased its Xcel Energy (XEL) stake by 28% in Q2 2026, buying an estimated $4.31K and bringing the position to 244 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #505.

Caitlin John first reported a position in XEL in Q2 2024 and has held it in 7 quarters since. The position peaked at $279K in Q2 2024. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Caitlin John held 244 shares of Xcel Energy worth $19.6K as of Q2 2026.
  • Caitlin John bought 54 Xcel Energy shares in Q2 2026, an estimated $4.31K.
  • Xcel Energy made up 0.01% of Caitlin John's portfolio in Q2 2026, its #505 holding.
  • Caitlin John first reported a position in Xcel Energy in Q2 2024 and has held it in 7 quarters since.
  • Caitlin John's Xcel Energy position peaked at $279K in Q2 2024.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.