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Capital Advisors Ltd’s Xcel Energy XEL Stock Holding History

Capital Advisors Ltd’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 		$100K Sell
1,247
-54
-4% -$4.31K 0.01% 394
2026
Q1 		$103K Hold
1,301
– – 0.01% 377
2025
Q4 		$96K Hold
1,301
– – 0.01% 377
2025
Q3 		$105K Hold
1,301
– – 0.01% 358
2025
Q2 		$89K Buy
1,301
+8
+0.6% +$555 0.01% 365
2025
Q1 		$92K Sell
1,293
-30
-2% -$2.04K 0.01% 353
2024
Q4 		$89K Buy
1,323
+148
+13% +$9.93K 0.01% 356
2024
Q3 		$77K Buy
1,175
+30
+3% +$1.78K 0.01% 386
2024
Q2 		$61K Buy
1,145
+447
+64% +$24.3K 0.01% 415
2024
Q1 		$38K Sell
698
-151
-18% -$8.62K 0.01% 483
2023
Q4 		$53K Buy
849
+37
+5% +$2.22K 0.01% 412
2023
Q3 		$46K Buy
812
+183
+29% +$11K 0.01% 428
2023
Q2 		$39K Sell
629
-34
-5% -$2.27K 0.01% 464
2023
Q1 		$45K Buy
663
+24
+4% +$1.62K 0.01% 382
2022
Q4 		$45K Sell
639
-146
-19% -$9.71K 0.01% 384
2022
Q3 		$50K Buy
785
+121
+18% +$8.81K 0.01% 362
2022
Q2 		$47K Buy
664
+1
+0.2% +$73 0.01% 361
2022
Q1 		$48K Buy
663
+653
+6,530% +$44.9K 0.01% 374
2021
Q4 		$1K Sell
10
-613
-98% -$40K ﹤0.01% 767
2021
Q3 		$39K Hold
623
– – 0.01% 340
2021
Q2 		$41K Hold
623
– – 0.01% 328
2021
Q1 		$41K Hold
623
– – 0.01% 308
2020
Q4 		$42K Hold
623
– – 0.01% 298
2020
Q3 		$43K Hold
623
– – 0.01% 289
2020
Q2 		$39K Hold
623
– – 0.01% 290
2020
Q1 		$38K Hold
623
– – 0.01% 278
2019
Q4 		$40K Hold
623
– – 0.01% 271
2019
Q3 		$40K Buy
+623
New +$38.8K 0.01% 272

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

Capital Advisors Ltd's XEL Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Xcel Energy (XEL) stake by 4.2% in Q2 2026, selling an estimated $4.31K and leaving 1,247 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #394.

Capital Advisors Ltd first reported a position in XEL in Q3 2019 and has held it in 28 quarters since. The position peaked at $105K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Capital Advisors Ltd held 1,247 shares of Xcel Energy worth $100K as of Q2 2026.
  • Capital Advisors Ltd sold 54 Xcel Energy shares in Q2 2026, an estimated $4.31K.
  • Xcel Energy made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #394 holding.
  • Capital Advisors Ltd first reported a position in Xcel Energy in Q3 2019 and has held it in 28 quarters since.
  • Capital Advisors Ltd's Xcel Energy position peaked at $105K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.