Capital Performance Advisors’s Xcel Energy XEL Stock Holding History

Capital Performance 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	–	Sell	-6,017	Closed	-$478K	–	494
2026 Q1	$478K	Buy	6,017 +289	+5%	+$22.7K	0.03%	228
2025 Q4	$423K	Sell	5,728 -10	-0.2%	-$789	0.03%	243
2025 Q3	$463K	Buy	5,738 +271	+5%	+$19.6K	0.08%	144
2025 Q2	$372K	Sell	5,467 -306	-5%	-$21.2K	0.07%	132
2025 Q1	$409K	Buy	5,773 +1,128	+24%	+$76.8K	0.09%	126
2024 Q4	$314K	Buy	4,645 +1,216	+35%	+$81.6K	0.1%	89
2024 Q3	$224K	Buy	+3,429	New	+$203K	0.07%	103

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Performance Advisors's XEL Position: Q2 2026 in Review

Capital Performance Advisors sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 6,017 shares — an estimated $478K sold.

Capital Performance Advisors first reported a position in XEL in Q3 2024 and held it in 7 quarters. The position peaked at $478K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Capital Performance Advisors reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
Capital Performance Advisors sold 6,017 Xcel Energy shares in Q2 2026, an estimated $478K.
Capital Performance Advisors first reported a position in Xcel Energy in Q3 2024 and held it in 7 quarters.
Capital Performance Advisors's Xcel Energy position peaked at $478K in Q1 2026.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.