Caldwell Trust
XEL icon

Caldwell Trust’s Xcel Energy XEL Stock Holding History

Caldwell Trust’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
Q3 		$37.4K Sell
531
-38
-7% -$2.92K ﹤0.01% 533
2026
Q2 		$45.7K Hold
569
– – ﹤0.01% 506
2026
Q1 		$45.2K Hold
569
– – ﹤0.01% 504
2025
Q4 		$42K Sell
569
-315
-36% -$24.8K ﹤0.01% 503
2025
Q3 		$71.3K Hold
884
– – 0.01% 427
2025
Q2 		$60.2K Hold
884
– – 0.01% 441
2025
Q1 		$62.6K Hold
884
– – 0.01% 429
2024
Q4 		$59.7K Hold
884
– – 0.01% 440
2024
Q3 		$57.7K Hold
884
– – 0.01% 446
2024
Q2 		$47.2K Hold
884
– – 0.01% 462
2024
Q1 		$47.5K Hold
884
– – 0.01% 458
2023
Q4 		$54.7K Sell
884
-400
-31% -$24K 0.01% 438
2023
Q3 		$73.5K Hold
1,284
– – 0.01% 384
2023
Q2 		$79.8K Hold
1,284
– – 0.01% 387
2023
Q1 		$86.6K Sell
1,284
-417
-25% -$28.1K 0.01% 364
2022
Q4 		$119K Sell
1,701
-805
-32% -$53.6K 0.02% 330
2022
Q3 		$160K Sell
2,506
-112
-4% -$8.15K 0.02% 295
2022
Q2 		$185K Hold
2,618
– – 0.03% 287
2022
Q1 		$189K Hold
2,618
– – 0.02% 291
2021
Q4 		$177K Sell
2,618
-135
-5% -$8.8K 0.02% 302
2021
Q3 		$172K Sell
2,753
-100
-4% -$6.76K 0.02% 297
2021
Q2 		$188K Sell
2,853
-326
-10% -$22.7K 0.02% 284
2021
Q1 		$211K Buy
3,179
+56
+2% +$3.54K 0.03% 265
2020
Q4 		$208K Sell
3,123
-25
-0.8% -$1.74K 0.03% 251
2020
Q3 		$217K Hold
3,148
– – 0.04% 237
2020
Q2 		$197K Hold
3,148
– – 0.03% 243
2020
Q1 		$190K Hold
3,148
– – 0.04% 242
2019
Q4 		$200K Buy
+3,148
New +$197K 0.03% 268

Other funds holding XEL

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Caldwell Trust's XEL Position: Q3 2026 in Review

Caldwell Trust reduced its Xcel Energy (XEL) stake by 6.7% in Q3 2026, selling an estimated $2.92K and leaving 531 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Caldwell Trust first reported a position in XEL in Q4 2019 and has held it in 28 quarters since. The position peaked at $217K in Q3 2020. 475 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Caldwell Trust held 531 shares of Xcel Energy worth $37.4K as of Q3 2026.
  • Caldwell Trust sold 38 Xcel Energy shares in Q3 2026, an estimated $2.92K.
  • Xcel Energy made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #533 holding.
  • Caldwell Trust first reported a position in Xcel Energy in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Xcel Energy position peaked at $217K in Q3 2020.
  • 475 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.