Carson Wealth (CWM LLC)
XEL icon

Carson Wealth (CWM LLC)’s Xcel Energy XEL Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.42M Buy
68,222
+337
+0.5% +$26.4K 0.01% 784
2025
Q4 		$5.01M Buy
67,885
+4,896
+8% +$386K 0.01% 772
2025
Q3 		$5.08M Sell
62,989
-6,429
-9% -$465K 0.02% 706
2025
Q2 		$4.73M Sell
69,418
-1,321
-2% -$91.6K 0.02% 603
2025
Q1 		$5.01M Sell
70,739
-12,034
-15% -$819K 0.02% 530
2024
Q4 		$5.59M Buy
82,773
+10,487
+15% +$703K 0.02% 450
2024
Q3 		$4.72M Buy
72,286
+35,363
+96% +$2.1M 0.02% 457
2024
Q2 		$1.97M Buy
36,923
+3,838
+12% +$209K 0.01% 649
2024
Q1 		$1.78M Buy
33,085
+2,060
+7% +$118K 0.01% 659
2023
Q4 		$1.92M Buy
31,025
+6,167
+25% +$370K 0.01% 584
2023
Q3 		$1.42M Sell
24,858
-1,361
-5% -$81.8K 0.01% 621
2023
Q2 		$1.63M Buy
26,219
+1,389
+6% +$92.7K 0.01% 566
2023
Q1 		$1.68M Buy
24,830
+3,698
+17% +$250K 0.01% 515
2022
Q4 		$1.48M Sell
21,132
-6,320
-23% -$420K 0.01% 501
2022
Q3 		$1.76M Buy
27,452
+4,482
+20% +$326K 0.01% 437
2022
Q2 		$1.63M Buy
22,970
+2,791
+14% +$203K 0.01% 439
2022
Q1 		$1.46M Buy
20,179
+2,243
+13% +$154K 0.01% 472
2021
Q4 		$1.21M Buy
+17,936
New +$1.17M 0.01% 536
2021
Q2 		$27.7M Hold
421,188
– – 0.22% 88
2021
Q1 		$27.7M Hold
421,188
– – 0.22% 88
2020
Q4 		$27.7M Hold
421,188
– – 0.22% 88
2020
Q3 		$27.7M Hold
421,188
– – 0.22% 88
2020
Q2 		$27.7M Hold
421,188
– – 0.22% 88
2020
Q1 		$27.7M Hold
421,188
– – 0.22% 88
2019
Q4 		$27.7M Hold
421,188
– – 0.22% 88
2019
Q3 		$27.7M Hold
421,188
– – 0.22% 88
2019
Q2 		$27.7M Hold
421,188
– – 0.22% 88
2019
Q1 		$27.7M Buy
421,188
+417,738
+12,108% +$22.2M 0.22% 88
2018
Q4 		$170K Buy
3,450
+1,999
+138% +$100K ﹤0.01% 636
2018
Q3 		$69K Buy
1,451
+64
+5% +$3.02K ﹤0.01% 688
2018
Q2 		$63K Buy
1,387
+918
+196% +$41.1K ﹤0.01% 592
2018
Q1 		$21K Sell
469
-602
-56% -$26.8K ﹤0.01% 707
2017
Q4 		$52K Hold
1,071
– – ﹤0.01% 525
2017
Q3 		$51K Buy
1,071
+675
+170% +$32.4K ﹤0.01% 523
2017
Q2 		$18K Hold
396
– – ﹤0.01% 658
2017
Q1 		$18K Buy
396
+86
+28% +$3.64K ﹤0.01% 622
2016
Q4 		$13K Hold
310
– – ﹤0.01% 689
2016
Q3 		$13K Hold
310
– – ﹤0.01% 640
2016
Q2 		$14K Buy
+310
New +$12.8K ﹤0.01% 519
2015
Q4 		– Sell
-65
Closed -$2K – 761
2015
Q3 		$2K Buy
+65
New +$2.21K ﹤0.01% 589

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XEL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Xcel Energy (XEL) stake by 0.5% in Q1 2026, buying an estimated $26.4K and bringing the position to 68,222 shares worth $5.42M. The position accounts for 0.01% of the portfolio, ranked #784.

Carson Wealth (CWM LLC) first reported a position in XEL in Q3 2015 and has held it in 40 quarters since. The position peaked at $27.7M in Q2 2021. 1,271 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 68,222 shares of Xcel Energy worth $5.42M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 337 Xcel Energy shares in Q1 2026, an estimated $26.4K.
  • Xcel Energy made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #784 holding.
  • Carson Wealth (CWM LLC) first reported a position in Xcel Energy in Q3 2015 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s Xcel Energy position peaked at $27.7M in Q2 2021.
  • 1,271 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.