CAPTRUST Financial Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.9M | Buy |
137,200
+21,969
| +19% | +$1.72M | 0.02% | 519 |
|
|
2025
Q4 | $8.51M | Sell |
115,231
-184
| -0.2% | -$14.5K | 0.02% | 523 |
|
|
2025
Q3 | $9.31M | Buy |
115,415
+3,982
| +4% | +$288K | 0.02% | 489 |
|
|
2025
Q2 | $7.59M | Buy |
111,433
+108
| +0.1% | +$7.49K | 0.02% | 521 |
|
|
2025
Q1 | $7.88M | Buy |
111,325
+4,969
| +5% | +$338K | 0.02% | 483 |
|
|
2024
Q4 | $7.18M | Buy |
106,356
+6,984
| +7% | +$468K | 0.02% | 451 |
|
|
2024
Q3 | $6.49M | Buy |
99,372
+9,821
| +11% | +$583K | 0.02% | 469 |
|
|
2024
Q2 | $4.78M | Buy |
89,551
+8,245
| +10% | +$449K | 0.02% | 521 |
|
|
2024
Q1 | $4.37M | Sell |
81,306
-29,342
| -27% | -$1.68M | 0.02% | 534 |
|
|
2023
Q4 | $6.85M | Buy |
110,648
+3,446
| +3% | +$207K | 0.02% | 454 |
|
|
2023
Q3 | $6.13M | Buy |
107,202
+3,688
| +4% | +$222K | 0.02% | 451 |
|
|
2023
Q2 | $6.44M | Sell |
103,514
-211
| -0.2% | -$14.1K | 0.03% | 430 |
|
|
2023
Q1 | $7M | Buy |
103,725
+4,767
| +5% | +$322K | 0.03% | 372 |
|
|
2022
Q4 | $6.94M | Sell |
98,958
-585
| -0.6% | -$38.9K | 0.03% | 362 |
|
|
2022
Q3 | $6.37M | Sell |
99,543
-1,865
| -2% | -$136K | 0.04% | 345 |
|
|
2022
Q2 | $7.22M | Buy |
101,408
+16,086
| +19% | +$1.17M | 0.05% | 303 |
|
|
2022
Q1 | $6.2M | Buy |
85,322
+15,584
| +22% | +$1.07M | 0.04% | 323 |
|
|
2021
Q4 | $4.75M | Sell |
69,738
-1,254
| -2% | -$81.7K | 0.03% | 373 |
|
|
2021
Q3 | $4.47M | Buy |
70,992
+1,356
| +2% | +$91.6K | 0.04% | 343 |
|
|
2021
Q2 | $4.62M | Buy |
69,636
+2,005
| +3% | +$140K | 0.04% | 315 |
|
|
2021
Q1 | $4.53M | Buy |
67,631
+2,657
| +4% | +$168K | 0.05% | 288 |
|
|
2020
Q4 | $4.36M | Buy |
64,974
+523
| +0.8% | +$36.4K | 0.06% | 269 |
|
|
2020
Q3 | $4.56M | Sell |
64,451
-385
| -0.6% | -$26.3K | 0.08% | 224 |
|
|
2020
Q2 | $4.19M | Buy |
64,836
+2,498
| +4% | +$157K | 0.07% | 245 |
|
|
2020
Q1 | $3.65M | Sell |
62,338
-570
| -0.9% | -$37.1K | 0.08% | 233 |
|
|
2019
Q4 | $3.95M | Buy |
62,908
+3,883
| +7% | +$243K | 0.06% | 261 |
|
|
2019
Q3 | $3.85M | Sell |
59,025
-115
| -0.2% | -$7.17K | 0.14% | 145 |
|
|
2019
Q2 | $3.54M | Sell |
59,140
-350
| -0.6% | -$20.1K | 0.13% | 142 |
|
|
2019
Q1 | $3.37M | Sell |
59,490
-124
| -0.2% | -$6.6K | 0.14% | 131 |
|
|
2018
Q4 | $2.96M | Buy |
59,614
+40
| +0.1% | +$2.01K | 0.16% | 110 |
|
|
2018
Q3 | $2.83M | Sell |
59,574
-645
| -1% | -$30.5K | 0.13% | 119 |
|
|
2018
Q2 | $2.77M | Buy |
60,219
+2,476
| +4% | +$111K | 0.15% | 94 |
|
|
2018
Q1 | $2.62M | Sell |
57,743
-345
| -0.6% | -$15.4K | 0.16% | 89 |
|
|
2017
Q4 | $2.82M | Buy |
58,088
+395
| +0.7% | +$19.6K | 0.17% | 91 |
|
|
2017
Q3 | $2.54M | Buy |
+57,693
| New | +$2.77M | 0.19% | 62 |
|
Other funds holding XEL
VCM
VPM
CAPTRUST Financial Advisors's XEL Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Xcel Energy (XEL) stake by 19% in Q1 2026, buying an estimated $1.72M and bringing the position to 137,200 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #519.
CAPTRUST Financial Advisors first reported a position in XEL in Q3 2017 and has held it in 35 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- CAPTRUST Financial Advisors held 137,200 shares of Xcel Energy worth $10.9M as of Q1 2026.
- CAPTRUST Financial Advisors bought 21,969 Xcel Energy shares in Q1 2026, an estimated $1.72M.
- Xcel Energy made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #519 holding.
- CAPTRUST Financial Advisors first reported a position in Xcel Energy in Q3 2017 and has held it in 35 quarters since.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.