Capital Fund Management (CFM)
XEL icon

Capital Fund Management (CFM)’s Xcel Energy XEL Stock Holding History

Capital Fund Management (CFM)’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 		$25.9M Sell
322,199
-58,820
-15% -$4.7M 0.11% 218
2026
Q1 		$30.3M Buy
381,019
+306,051
+408% +$24M 0.14% 175
2025
Q4 		$5.54M Buy
+74,968
New +$5.91M 0.02% 1140
2025
Q2 		– Sell
-226,361
Closed -$15.7M – 2538
2025
Q1 		$16M Buy
226,361
+203,489
+890% +$13.9M 0.05% 511
2024
Q4 		$1.54M Buy
+22,872
New +$1.53M ﹤0.01% 1605
2024
Q3 		– Sell
-89,968
Closed -$5.34M – 2176
2024
Q2 		$4.81M Sell
89,968
-364,331
-80% -$19.8M 0.01% 961
2024
Q1 		$24.4M Buy
454,299
+160,114
+54% +$9.14M 0.07% 361
2023
Q4 		$18.2M Buy
+294,185
New +$17.7M 0.05% 505
2022
Q1 		– Sell
-15,804
Closed -$1.07M – 1841
2021
Q4 		$1.07M Buy
+15,804
New +$1.03M 0.01% 1256
2019
Q3 		– Sell
-65,886
Closed -$4.11M – 1929
2019
Q2 		$3.92M Buy
+65,886
New +$3.79M 0.04% 592
2018
Q2 		– Sell
-17,600
Closed -$800K – 2311
2018
Q1 		$800K Buy
+17,600
New +$784K ﹤0.01% 1305
2016
Q4 		– Sell
-402,712
Closed -$16.6M – 1888
2016
Q3 		$16.6M Buy
+402,712
New +$17.2M 0.15% 181

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

Capital Fund Management (CFM)'s XEL Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Xcel Energy (XEL) stake by 15% in Q2 2026, selling an estimated $4.7M and leaving 322,199 shares worth $25.9M. The position accounts for 0.11% of the portfolio, ranked #218.

Capital Fund Management (CFM) first reported a position in XEL in Q3 2016 and has held it in 12 quarters since. The position peaked at $30.3M in Q1 2026. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Capital Fund Management (CFM) held 322,199 shares of Xcel Energy worth $25.9M as of Q2 2026.
  • Capital Fund Management (CFM) sold 58,820 Xcel Energy shares in Q2 2026, an estimated $4.7M.
  • Xcel Energy made up 0.11% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #218 holding.
  • Capital Fund Management (CFM) first reported a position in Xcel Energy in Q3 2016 and has held it in 12 quarters since.
  • Capital Fund Management (CFM)'s Xcel Energy position peaked at $30.3M in Q1 2026.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.