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Canopy Partners’s Xcel Energy XEL Stock Holding History

Canopy Partners’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
Q1 		$34.6K Sell
436
-172
-28% -$13.5K 0.01% 243
2025
Q4 		$44.9K Buy
608
+35
+6% +$2.76K 0.01% 248
2025
Q3 		$46.2K Buy
573
+51
+10% +$3.69K 0.02% 233
2025
Q2 		$35.5K Hold
522
– – 0.01% 226
2025
Q1 		$37K Buy
522
+25
+5% +$1.7K 0.01% 215
2024
Q4 		$33.6K Buy
497
+37
+8% +$2.48K 0.01% 211
2024
Q3 		$30K Buy
460
+38
+9% +$2.25K 0.01% 209
2024
Q2 		$22.5K Sell
422
-87
-17% -$4.73K 0.01% 197
2024
Q1 		$27.4K Sell
509
-4,098
-89% -$234K 0.01% 199
2023
Q4 		$288K Buy
+4,607
New +$276K 0.18% 116

Other funds holding XEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return