CIA
XEL icon

Capital Investment Advisors’s Xcel Energy XEL Stock Holding History

Capital Investment Advisors’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 		$544K Buy
6,769
+516
+8% +$41.2K 0.01% 500
2026
Q1 		$497K Buy
6,253
+1,109
+22% +$87K 0.01% 492
2025
Q4 		$380K Buy
5,144
+5
+0.1% +$394 0.01% 532
2025
Q3 		$414K Sell
5,139
-65
-1% -$4.7K 0.01% 511
2025
Q2 		$354K Buy
5,204
+508
+11% +$35.2K 0.01% 521
2025
Q1 		$332K Buy
4,696
+445
+10% +$30.3K 0.01% 521
2024
Q4 		$287K Sell
4,251
-693
-14% -$46.5K 0.01% 530
2024
Q3 		$323K Sell
4,944
-237
-5% -$14.1K 0.01% 487
2024
Q2 		$277K Sell
5,181
-1,269
-20% -$69K 0.01% 499
2024
Q1 		$347K Buy
6,450
+919
+17% +$52.5K 0.01% 455
2023
Q4 		$342K Sell
5,531
-89
-2% -$5.34K 0.01% 444
2023
Q3 		$322K Buy
5,620
+246
+5% +$14.8K 0.01% 435
2023
Q2 		$334K Buy
5,374
+13
+0.2% +$868 0.01% 408
2023
Q1 		$362K Buy
5,361
+12
+0.2% +$810 0.01% 405
2022
Q4 		$375K Buy
5,349
+615
+13% +$40.9K 0.01% 400
2022
Q3 		$303K Buy
4,734
+8
+0.2% +$582 0.01% 414
2022
Q2 		$334K Buy
4,726
+15
+0.3% +$1.09K 0.01% 404
2022
Q1 		$340K Buy
4,711
+266
+6% +$18.3K 0.01% 432
2021
Q4 		$301K Buy
4,445
+12
+0.3% +$782 0.01% 460
2021
Q3 		$277K Buy
4,433
+1,333
+43% +$90.1K 0.01% 468
2021
Q2 		$204K Buy
3,100
+2
+0.1% +$139 0.01% 537
2021
Q1 		$206K Buy
+3,098
New +$196K 0.01% 512
2019
Q3 		– Sell
-4,026
Closed -$239K – 535
2019
Q2 		$239K Buy
4,026
+17
+0.4% +$977 0.01% 430
2019
Q1 		$225K Buy
+4,009
New +$213K 0.01% 433

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 Investment Advisors's XEL Position: Q2 2026 in Review

Capital Investment Advisors increased its Xcel Energy (XEL) stake by 8.3% in Q2 2026, buying an estimated $41.2K and bringing the position to 6,769 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #500.

Capital Investment Advisors first reported a position in XEL in Q1 2019 and has held it in 24 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Capital Investment Advisors held 6,769 shares of Xcel Energy worth $544K as of Q2 2026.
  • Capital Investment Advisors bought 516 Xcel Energy shares in Q2 2026, an estimated $41.2K.
  • Xcel Energy made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #500 holding.
  • Capital Investment Advisors first reported a position in Xcel Energy in Q1 2019 and has held it in 24 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.