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Caprock Group’s Xcel Energy XEL Stock Holding History

Caprock Group’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 		$932K Sell
11,493
-847
-7% -$67.6K 0.02% 647
2026
Q1 		$989K Buy
12,340
+1,334
+12% +$105K 0.02% 551
2025
Q4 		$821K Sell
11,006
-2,101
-16% -$166K 0.02% 657
2025
Q3 		$949K Buy
+13,107
New +$948K 0.02% 587
2025
Q1 		$844K Buy
11,834
+3,031
+34% +$206K 0.03% 517
2024
Q4 		$594K Buy
8,803
+1,410
+19% +$94.6K 0.02% 565
2024
Q3 		$487K Buy
7,393
+339
+5% +$20.1K 0.02% 576
2024
Q2 		$381K Buy
7,054
+1,502
+27% +$81.7K 0.02% 619
2024
Q1 		$302K Sell
5,552
-1,964
-26% -$112K 0.02% 557
2023
Q4 		$469K Buy
7,516
+2,254
+43% +$135K 0.03% 405
2023
Q3 		$305K Buy
5,262
+228
+5% +$13.7K 0.02% 489
2023
Q2 		$316K Buy
5,034
+140
+3% +$9.35K 0.02% 485
2023
Q1 		$333K Buy
4,894
+582
+13% +$39.3K 0.03% 467
2022
Q4 		$304K Buy
+4,312
New +$287K 0.03% 394
2019
Q2 		– Sell
-3,560
Closed -$202K – 402
2019
Q1 		$202K Buy
+3,560
New +$189K 0.04% 346
2018
Q2 		– Sell
-4,432
Closed -$203K – 485
2018
Q1 		$203K Sell
4,432
-767
-15% -$34.2K 0.04% 396
2017
Q4 		$237K Buy
5,199
+232
+5% +$11.5K 0.05% 374
2017
Q3 		$237K Buy
+4,967
New +$238K 0.05% 364

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 $3.37T AUM 44.26% 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

Caprock Group's XEL Position: Q2 2026 in Review

Caprock Group reduced its Xcel Energy (XEL) stake by 6.9% in Q2 2026, selling an estimated $67.6K and leaving 11,493 shares worth $932K. The position accounts for 0.02% of the portfolio, ranked #647.

Caprock Group first reported a position in XEL in Q3 2017 and has held it in 18 quarters since. The position peaked at $989K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Caprock Group held 11,493 shares of Xcel Energy worth $932K as of Q2 2026.
  • Caprock Group sold 847 Xcel Energy shares in Q2 2026, an estimated $67.6K.
  • Xcel Energy made up 0.02% of Caprock Group's portfolio in Q2 2026, its #647 holding.
  • Caprock Group first reported a position in Xcel Energy in Q3 2017 and has held it in 18 quarters since.
  • Caprock Group's Xcel Energy position peaked at $989K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.