Capstone Investment Advisors
XEL icon

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
Q4 		– Sell
-3,000
Closed -$242K – 2111
2025
Q3 		$242K Sell
3,000
-800
-21% -$57.9K ﹤0.01% 1730
2025
Q2 		$259K Sell
3,800
-300
-7% -$20.8K ﹤0.01% 1455
2025
Q1 		$290K Sell
4,100
-2,100
-34% -$143K ﹤0.01% 1196
2024
Q4 		$419K Buy
6,200
+3,700
+148% +$248K ﹤0.01% 1369
2024
Q3 		$163K Buy
+2,500
New +$148K ﹤0.01% 1629
2024
Q1 		– Sell
-1,500
Closed -$92.9K – 2580
2023
Q4 		$92.9K Buy
+1,500
New +$90K ﹤0.01% 1941
2023
Q3 		– Sell
-7,900
Closed -$491K – 2315
2023
Q2 		$491K Hold
7,900
– – ﹤0.01% 1172
2023
Q1 		$533K Buy
+7,900
New +$533K ﹤0.01% 986
2022
Q4 		– Sell
-1,700
Closed -$109K – 1678
2022
Q3 		$109K Sell
1,700
-2,300
-58% -$167K ﹤0.01% 1547
2022
Q2 		$283K Sell
4,000
-47,100
-92% -$3.43M ﹤0.01% 1354
2022
Q1 		$3.69M Buy
51,100
+24,600
+93% +$1.69M 0.01% 804
2021
Q4 		$1.79M Sell
26,500
-18,200
-41% -$1.19M ﹤0.01% 1148
2021
Q3 		$2.79M Buy
44,700
+27,600
+161% +$1.86M 0.01% 1079
2021
Q2 		$1.13M Buy
17,100
+2,000
+13% +$139K ﹤0.01% 1184
2021
Q1 		$1M Buy
15,100
+6,900
+84% +$436K ﹤0.01% 1113
2020
Q4 		$547K Buy
+8,200
New +$571K ﹤0.01% 1231

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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.