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
2025
Q4 		– Sell
-40,400
Closed -$3.26M – 2720
2025
Q3 		$3.26M Sell
40,400
-32,100
-44% -$2.32M 0.01% 1517
2025
Q2 		$4.94M Buy
72,500
+53,200
+276% +$3.69M 0.01% 1146
2025
Q1 		$1.37M Sell
19,300
-3,300
-15% -$225K ﹤0.01% 1557
2024
Q4 		$1.53M Sell
22,600
-30,700
-58% -$2.06M ﹤0.01% 1611
2024
Q3 		$3.48M Buy
53,300
+5,300
+11% +$314K 0.01% 1190
2024
Q2 		$2.56M Buy
48,000
+26,300
+121% +$1.43M 0.01% 1268
2024
Q1 		$1.17M Sell
21,700
-107,500
-83% -$6.14M ﹤0.01% 1654
2023
Q4 		$8M Buy
129,200
+34,700
+37% +$2.08M 0.02% 894
2023
Q3 		$5.41M Buy
94,500
+84,200
+817% +$5.06M 0.02% 887
2023
Q2 		$640K Sell
10,300
-1,700
-14% -$113K ﹤0.01% 1526
2023
Q1 		$809K Buy
+12,000
New +$810K ﹤0.01% 1336
2021
Q1 		– Sell
-24,400
Closed -$1.63M – 1639
2020
Q4 		$1.63M Buy
+24,400
New +$1.7M 0.02% 840
2019
Q3 		– Sell
-3,400
Closed -$202K – 1930
2019
Q2 		$202K Sell
3,400
-6,600
-66% -$379K ﹤0.01% 1525
2019
Q1 		$562K Buy
+10,000
New +$532K 0.01% 1204

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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 $1.56T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Capital Fund Management (CFM)'s XEL Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Xcel Energy (XEL) stake by 408% in Q1 2026, buying an estimated $24M and bringing the position to 381,019 shares worth $30.3M. The position accounts for 0.14% of the portfolio, ranked #175.

Capital Fund Management (CFM) first reported a position in XEL in Q3 2016 and has held it in 11 quarters since. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Capital Fund Management (CFM) held 381,019 shares of Xcel Energy worth $30.3M as of Q1 2026.
  • Capital Fund Management (CFM) bought 306,051 Xcel Energy shares in Q1 2026, an estimated $24M.
  • Xcel Energy made up 0.14% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #175 holding.
  • Capital Fund Management (CFM) first reported a position in Xcel Energy in Q3 2016 and has held it in 11 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.