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 		– Sell
-22,200
Closed -$1.76M – 2418
2026
Q1 		$1.76M Buy
22,200
+10,300
+87% +$808K 0.01% 1421
2025
Q4 		$879K Sell
11,900
-50,700
-81% -$4M ﹤0.01% 2060
2025
Q3 		$5.05M Buy
62,600
+3,300
+6% +$239K 0.01% 1244
2025
Q2 		$4.04M Buy
59,300
+43,900
+285% +$3.04M 0.01% 1275
2025
Q1 		$1.09M Buy
15,400
+4,900
+47% +$334K ﹤0.01% 1642
2024
Q4 		$709K Sell
10,500
-11,900
-53% -$798K ﹤0.01% 1839
2024
Q3 		$1.46M Sell
22,400
-23,500
-51% -$1.39M ﹤0.01% 1571
2024
Q2 		$2.45M Buy
+45,900
New +$2.5M 0.01% 1287
2024
Q1 		– Sell
-22,000
Closed -$1.36M – 2316
2023
Q4 		$1.36M Sell
22,000
-40,600
-65% -$2.44M ﹤0.01% 1717
2023
Q3 		$3.58M Buy
62,600
+44,100
+238% +$2.65M 0.01% 1103
2023
Q2 		$1.15M Sell
18,500
-7,100
-28% -$474K ﹤0.01% 1368
2023
Q1 		$1.73M Buy
+25,600
New +$1.73M 0.01% 1104
2021
Q1 		– Sell
-47,100
Closed -$3.14M – 1638
2020
Q4 		$3.14M Buy
+47,100
New +$3.28M 0.03% 624
2019
Q4 		– Sell
-5,000
Closed -$324K – 2075
2019
Q3 		$324K Sell
5,000
-4,200
-46% -$262K ﹤0.01% 1401
2019
Q2 		$547K Buy
+9,200
New +$529K 0.01% 1185

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.