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 $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.