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Calton & Associates’s Xcel Energy XEL Stock Holding History

Calton & Associates’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 		$710K Buy
+8,838
New +$705K 0.1% 179
2026
Q1 		– Sell
-9,304
Closed -$687K – 501
2025
Q4 		$687K Buy
+9,304
New +$734K 0.1% 197
2021
Q3 		– Sell
-3,994
Closed -$263K – 441
2021
Q2 		$263K Buy
3,994
+222
+6% +$15.5K 0.05% 317
2021
Q1 		$251K Sell
3,772
-2,479
-40% -$157K 0.05% 323
2020
Q4 		$417K Buy
6,251
+1,082
+21% +$75.4K 0.07% 211
2020
Q3 		$357K Sell
5,169
-6
-0.1% -$409 0.07% 207
2020
Q2 		$323K Sell
5,175
-18
-0.3% -$1.13K 0.07% 213
2020
Q1 		$313K Buy
5,193
+1,079
+26% +$70.3K 0.08% 200
2019
Q4 		$261K Buy
4,114
+388
+10% +$24.3K 0.05% 288
2019
Q3 		$242K Buy
+3,726
New +$232K 0.05% 279
2018
Q1 		– Sell
-1,240
Closed -$56K – 1288
2017
Q4 		$56K Buy
+1,240
New +$61.5K 0.01% 657

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

Calton & Associates's XEL Position: Q2 2026 in Review

Calton & Associates opened a new position in Xcel Energy (XEL) in Q2 2026: 8,838 shares worth $710K. The stake represents 0.1% of the portfolio and ranks #179 among its holdings. This is a return to the name: Calton & Associates previously reported a position in XEL as recently as Q4 2025.

Calton & Associates first reported a position in XEL in Q4 2017 and has held it in 11 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Calton & Associates held 8,838 shares of Xcel Energy worth $710K as of Q2 2026.
  • Xcel Energy was a new Calton & Associates position in Q2 2026.
  • Xcel Energy made up 0.1% of Calton & Associates's portfolio in Q2 2026, its #179 holding.
  • Calton & Associates first reported a position in Xcel Energy in Q4 2017 and has held it in 11 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.