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Cape Investment Advisory’s Xcel Energy XEL Stock Holding History

Cape Investment Advisory’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 		$9.15K Buy
+114
New +$9.1K ﹤0.01% 887
2026
Q1 		– Sell
-74
Closed -$5.47K – 1230
2025
Q4 		$5.47K Buy
74
+36
+95% +$2.84K ﹤0.01% 885
2025
Q3 		$3.06K Buy
38
+24
+171% +$1.74K ﹤0.01% 618
2025
Q2 		$953 Sell
14
-2
-13% -$139 ﹤0.01% 1037
2025
Q1 		$1.13K Hold
16
– – ﹤0.01% 952
2024
Q4 		$1.08K Buy
+16
New +$1.07K ﹤0.01% 952

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's XEL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Xcel Energy (XEL) in Q2 2026: 114 shares worth $9.15K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in XEL as recently as Q4 2025.

Cape Investment Advisory first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Cape Investment Advisory held 114 shares of Xcel Energy worth $9.15K as of Q2 2026.
  • Xcel Energy was a new Cape Investment Advisory position in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #887 holding.
  • Cape Investment Advisory first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.