Capstone Investment Advisors
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Capstone Investment Advisors’s Xcel Energy XEL Stock Holding History

Capstone 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
2025
Q1 		– Sell
-9,838
Closed -$670K – 1934
2024
Q4 		$664K Buy
9,838
+537
+6% +$36K ﹤0.01% 1211
2024
Q3 		$607K Sell
9,301
-5,273
-36% -$313K ﹤0.01% 1143
2024
Q2 		$778K Sell
14,574
-7,713
-35% -$420K ﹤0.01% 1087
2024
Q1 		$1.2M Buy
22,287
+7,014
+46% +$401K ﹤0.01% 1042
2023
Q4 		$946K Sell
15,273
-1,232
-7% -$73.9K ﹤0.01% 1070
2023
Q3 		$944K Buy
16,505
+13,368
+426% +$804K ﹤0.01% 1001
2023
Q2 		$195K Buy
+3,137
New +$209K ﹤0.01% 1558
2022
Q3 		– Sell
-990
Closed -$72.1K – 1781
2022
Q2 		$70K Buy
+990
New +$72K ﹤0.01% 1564
2021
Q4 		– Sell
-151
Closed -$9.84K – 2105
2021
Q3 		$9K Sell
151
-22,241
-99% -$1.5M ﹤0.01% 1957
2021
Q2 		$1.48M Buy
+22,392
New +$1.56M ﹤0.01% 1124
2021
Q1 		– Sell
-2,819
Closed -$178K – 1967
2020
Q4 		$188K Buy
+2,819
New +$196K ﹤0.01% 1465
2016
Q3 		– Sell
-9,398
Closed -$420K – 931
2016
Q2 		$420K Buy
+9,398
New +$389K 0.01% 507
2016
Q1 		– Sell
-27,100
Closed -$973K – 783
2015
Q4 		$973K Buy
+27,100
New +$968K 0.03% 245

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's XEL Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 9,838 shares — an estimated $670K sold.

Capstone Investment Advisors first reported a position in XEL in Q4 2015 and held it in 13 quarters. The position peaked at $1.48M in Q2 2021. 1,133 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,838 Xcel Energy shares in Q1 2025, an estimated $670K.
  • Capstone Investment Advisors first reported a position in Xcel Energy in Q4 2015 and held it in 13 quarters.
  • Capstone Investment Advisors's Xcel Energy position peaked at $1.48M in Q2 2021.
  • 1,133 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.