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
2026
Q1 		$898K Buy
+11,300
New +$886K ﹤0.01% 901
2025
Q4 		– Sell
-7,800
Closed -$629K – 2112
2025
Q3 		$629K Buy
7,800
+300
+4% +$21.7K ﹤0.01% 1245
2025
Q2 		$511K Sell
7,500
-800
-10% -$55.5K ﹤0.01% 1130
2025
Q1 		$588K Sell
8,300
-1,700
-17% -$116K ﹤0.01% 1036
2024
Q4 		$675K Buy
10,000
+5,500
+122% +$369K ﹤0.01% 1203
2024
Q3 		$294K Buy
4,500
+2,600
+137% +$154K ﹤0.01% 1421
2024
Q2 		$101K Buy
+1,900
New +$103K ﹤0.01% 1884
2024
Q1 		– Sell
-5,000
Closed -$310K – 2581
2023
Q4 		$310K Buy
5,000
+1,300
+35% +$78K ﹤0.01% 1577
2023
Q3 		$212K Sell
3,700
-1,800
-33% -$108K ﹤0.01% 1788
2023
Q2 		$342K Buy
5,500
+2,100
+62% +$140K ﹤0.01% 1331
2023
Q1 		$229K Buy
+3,400
New +$229K ﹤0.01% 1236
2022
Q4 		– Sell
-8,100
Closed -$518K – 1679
2022
Q3 		$518K Buy
8,100
+1,900
+31% +$138K ﹤0.01% 1240
2022
Q2 		$439K Sell
6,200
-89,500
-94% -$6.51M ﹤0.01% 1281
2022
Q1 		$6.91M Buy
95,700
+43,300
+83% +$2.98M 0.02% 595
2021
Q4 		$3.55M Sell
52,400
-6,000
-10% -$391K 0.01% 932
2021
Q3 		$3.65M Sell
58,400
-54,600
-48% -$3.69M 0.01% 956
2021
Q2 		$7.44M Buy
113,000
+50,200
+80% +$3.49M 0.02% 615
2021
Q1 		$4.18M Buy
62,800
+43,300
+222% +$2.74M 0.01% 700
2020
Q4 		$1.3M Buy
+19,500
New +$1.36M ﹤0.01% 999

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.