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Callan Family Office’s Xcel Energy XEL Stock Holding History

Callan Family Office’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 		$1.62M Sell
20,129
-255
-1% -$20.4K 0.03% 458
2026
Q1 		$1.62M Buy
20,384
+118
+0.6% +$9.26K 0.04% 415
2025
Q4 		$1.5M Buy
20,266
+2,800
+16% +$221K 0.03% 431
2025
Q3 		$1.41M Sell
17,466
-1,641
-9% -$119K 0.04% 322
2025
Q2 		$1.3M Buy
19,107
+15,079
+374% +$1.05M 0.04% 346
2025
Q1 		$285K Sell
4,028
-9,741
-71% -$663K 0.02% 437
2024
Q4 		$930K Buy
+13,769
New +$924K 0.06% 265

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

Callan Family Office's XEL Position: Q2 2026 in Review

Callan Family Office reduced its Xcel Energy (XEL) stake by 1.3% in Q2 2026, selling an estimated $20.4K and leaving 20,129 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #458.

Callan Family Office first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2026. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Callan Family Office held 20,129 shares of Xcel Energy worth $1.62M as of Q2 2026.
  • Callan Family Office sold 255 Xcel Energy shares in Q2 2026, an estimated $20.4K.
  • Xcel Energy made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #458 holding.
  • Callan Family Office first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Xcel Energy position peaked at $1.62M in Q1 2026.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.