Caitong International Asset Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$825K Buy
10,273
+10,263
+102,630% +$819K 0.11% 153
2026
Q1
$794 Sell
10
-1
-9% -$78 ﹤0.01% 1510
2025
Q4
$812 Sell
11
-276
-96% -$21.8K ﹤0.01% 1396
2025
Q3
$23.1K Buy
+287
New +$20.8K 0.02% 629
2025
Q1
– Sell
-2,308
Closed -$156K – 2570
2024
Q4
$156K Buy
+2,308
New +$155K 0.15% 133

Other funds holding XEL

Caitong International Asset Management's XEL Position: Q2 2026 in Review

Caitong International Asset Management increased its Xcel Energy (XEL) stake by 102,630% in Q2 2026, buying an estimated $819K and bringing the position to 10,273 shares worth $825K. The position accounts for 0.11% of the portfolio, ranked #153.

Caitong International Asset Management first reported a position in XEL in Q4 2024 and has held it in 5 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Caitong International Asset Management held 10,273 shares of Xcel Energy worth $825K as of Q2 2026.
  • Caitong International Asset Management bought 10,263 Xcel Energy shares in Q2 2026, an estimated $819K.
  • Xcel Energy made up 0.11% of Caitong International Asset Management's portfolio in Q2 2026, its #153 holding.
  • Caitong International Asset Management first reported a position in Xcel Energy in Q4 2024 and has held it in 5 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.