CAI
XEL icon

Capital Advisors Inc’s Xcel Energy XEL Stock Holding History

Capital Advisors Inc’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
2025
Q4 		– Sell
-2,607
Closed -$210K – 365
2025
Q3 		$210K Buy
+2,607
New +$189K ﹤0.01% 322
2025
Q2 		– Sell
-3,632
Closed -$257K – 344
2025
Q1 		$257K Sell
3,632
-4
-0.1% -$272 0.01% 275
2024
Q4 		$246K Buy
+3,636
New +$244K ﹤0.01% 277

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Advisors Inc's XEL Position: Q4 2025 in Review

Capital Advisors Inc sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 2,607 shares — an estimated $210K sold.

Capital Advisors Inc first reported a position in XEL in Q4 2024 and held it in 3 quarters. The position peaked at $257K in Q1 2025. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Capital Advisors Inc reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 2,607 Xcel Energy shares in Q4 2025, an estimated $210K.
  • Capital Advisors Inc first reported a position in Xcel Energy in Q4 2024 and held it in 3 quarters.
  • Capital Advisors Inc's Xcel Energy position peaked at $257K in Q1 2025.
  • 1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Capital Advisors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.