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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
Q2 		$122K Buy
1,516
+500
+49% +$39.9K ﹤0.01% 788
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
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 Analysts LLC's XEL Position: Q2 2026 in Review

Capital Analysts LLC increased its Xcel Energy (XEL) stake by 49% in Q2 2026, buying an estimated $39.9K and bringing the position to 1,516 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Capital Analysts LLC first reported a position in XEL in Q2 2018 and has held it in 20 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Capital Analysts LLC held 1,516 shares of Xcel Energy worth $122K as of Q2 2026.
  • Capital Analysts LLC bought 500 Xcel Energy shares in Q2 2026, an estimated $39.9K.
  • Xcel Energy made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #788 holding.
  • Capital Analysts LLC first reported a position in Xcel Energy in Q2 2018 and has held it in 20 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.