Capital Analysts LLC’s Xcel Energy XEL Stock Holding History

Capital Analysts LLC’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	$81K	Hold	1,016	–	–	﹤0.01%	849
2025 Q4	$75K	Buy	1,016 +719	+242%	+$56.7K	﹤0.01%	834
2025 Q3	$24K	Hold	297	–	–	﹤0.01%	1035
2025 Q2	$20K	Sell	297 -131	-31%	-$9.09K	﹤0.01%	1024
2025 Q1	$30K	Buy	428 +131	+44%	+$8.92K	﹤0.01%	906
2024 Q4	$20K	Hold	297	–	–	﹤0.01%	946
2024 Q3	$19K	Sell	297 -169	-36%	-$10K	﹤0.01%	921
2024 Q2	$25K	Buy	466 +82	+21%	+$4.46K	﹤0.01%	824
2024 Q1	$21K	Sell	384 -49	-11%	-$2.8K	﹤0.01%	816
2023 Q4	$26K	Buy	433 +323	+294%	+$19.4K	﹤0.01%	774
2023 Q3	$6K	Buy	+110	New	+$6.61K	﹤0.01%	963
2020 Q2	–	Sell	-800	Closed	-$48K	–	729
2020 Q1	$48K	Hold	800	–	–	0.01%	343
2019 Q4	$51K	Hold	800	–	–	0.01%	396
2019 Q3	$51K	Hold	800	–	–	0.01%	380
2019 Q2	$48K	Hold	800	–	–	0.01%	375
2019 Q1	$44K	Sell	800 -200	-20%	-$10.6K	0.01%	365
2018 Q4	$49K	Hold	1,000	–	–	0.01%	324
2018 Q3	$47K	Hold	1,000	–	–	0.01%	329
2018 Q2	$46K	Buy	+1,000	New	+$44.8K	0.01%	338

Other funds holding XEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return