Capital Investment Advisory Services’s Xcel Energy XEL Stock Holding History

Capital Investment Advisory Services’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	$312K	Buy	3,886 +31	+0.8%	+$2.47K	0.02%	572
2026 Q1	$306K	Buy	3,855 +897	+30%	+$70.4K	0.02%	508
2025 Q4	$218K	Buy	2,958 +326	+12%	+$25.7K	0.02%	585
2025 Q3	$212K	Buy	+2,632	New	+$190K	0.02%	568
2022 Q3	–	Sell	-2,822	Closed	-$200K	–	859
2022 Q2	$200K	Sell	2,822 -73	-3%	-$5.31K	0.02%	450
2022 Q1	$209K	Buy	+2,895	New	+$199K	0.02%	482
2019 Q4	–	Sell	-2,822	Closed	-$183K	–	1266
2019 Q3	$183K	Sell	2,822 -75	-3%	-$4.67K	0.05%	285
2019 Q2	$176K	Buy	2,897 +2,397	+479%	+$138K	0.05%	293
2019 Q1	$28K	Hold	500	–	–	0.01%	610
2018 Q4	$25K	Buy	+500	New	+$25.1K	0.01%	598

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Capital Investment Advisory Services's XEL Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Xcel Energy (XEL) stake by 0.8% in Q2 2026, buying an estimated $2.47K and bringing the position to 3,886 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #572.

Capital Investment Advisory Services first reported a position in XEL in Q4 2018 and has held it in 10 quarters since. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Capital Investment Advisory Services held 3,886 shares of Xcel Energy worth $312K as of Q2 2026.
Capital Investment Advisory Services bought 31 Xcel Energy shares in Q2 2026, an estimated $2.47K.
Xcel Energy made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #572 holding.
Capital Investment Advisory Services first reported a position in Xcel Energy in Q4 2018 and has held it in 10 quarters since.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.