Capital Innovations’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4M Buy
+49,822
New +$3.98M 1.04% 30
2026
Q1
– Sell
-49,822
Closed -$3.68M – 100
2025
Q4
$3.68M Buy
+49,822
New +$3.93M 1.05% 31

Other funds holding XEL

Capital Innovations's XEL Position: Q2 2026 in Review

Capital Innovations opened a new position in Xcel Energy (XEL) in Q2 2026: 49,822 shares worth $4M. The stake represents 1.04% of the portfolio and ranks #30 among its holdings. This is a return to the name: Capital Innovations previously reported a position in XEL as recently as Q4 2025.

Capital Innovations first reported a position in XEL in Q4 2025 and has held it in 2 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Capital Innovations held 49,822 shares of Xcel Energy worth $4M as of Q2 2026.
  • Xcel Energy was a new Capital Innovations position in Q2 2026.
  • Xcel Energy made up 1.04% of Capital Innovations's portfolio in Q2 2026, its #30 holding.
  • Capital Innovations first reported a position in Xcel Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Capital Innovations's 13F filing for Q2 2026, filed 11 Aug 2026.