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Cary Street Partners Investment Advisory’s Xcel Energy XEL Stock Holding History

Cary Street Partners Investment Advisory’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
Q2 		$91.2K Buy
1,136
+87
+8% +$6.94K 0.02% 513
2026
Q1 		$83.3K Buy
1,049
+63
+6% +$4.94K 0.02% 482
2025
Q4 		$72.8K Sell
986
-666
-40% -$52.5K 0.02% 468
2025
Q3 		$133K Buy
1,652
+802
+94% +$58K 0.06% 331
2025
Q2 		$57.9K Sell
850
-11
-1% -$763 0.03% 383
2025
Q1 		$61K Buy
861
+232
+37% +$15.8K 0.04% 347
2024
Q4 		$42.5K Sell
629
-2,619
-81% -$176K 0.03% 334
2024
Q3 		$212K Buy
+3,248
New +$193K 0.01% 717
2024
Q1 		– Sell
-3,777
Closed -$234K – 724
2023
Q4 		$234K Buy
3,777
+692
+22% +$41.5K 0.01% 579
2023
Q3 		$177K Buy
3,085
+30
+1% +$1.8K 0.01% 585
2023
Q2 		$190K Sell
3,055
-7
-0.2% -$467 0.01% 523
2023
Q1 		$207K Sell
3,062
-575
-16% -$38.8K 0.01% 463
2022
Q4 		$255K Buy
3,637
+128
+4% +$8.52K 0.02% 429
2022
Q3 		$225K Buy
3,509
+385
+12% +$28K 0.02% 426
2022
Q2 		$221K Buy
+3,124
New +$227K 0.02% 405
2021
Q1 		– Sell
-3,911
Closed -$261K – 418
2020
Q4 		$261K Buy
3,911
+1,269
+48% +$88.4K 0.05% 274
2020
Q3 		$182K Buy
+2,642
New +$180K 0.04% 274

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Cary Street Partners Investment Advisory's XEL Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Xcel Energy (XEL) stake by 8.3% in Q2 2026, buying an estimated $6.94K and bringing the position to 1,136 shares worth $91.2K. The position accounts for 0.02% of the portfolio, ranked #513.

Cary Street Partners Investment Advisory first reported a position in XEL in Q3 2020 and has held it in 17 quarters since. The position peaked at $261K in Q4 2020. 899 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,136 shares of Xcel Energy worth $91.2K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 87 Xcel Energy shares in Q2 2026, an estimated $6.94K.
  • Xcel Energy made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #513 holding.
  • Cary Street Partners Investment Advisory first reported a position in Xcel Energy in Q3 2020 and has held it in 17 quarters since.
  • Cary Street Partners Investment Advisory's Xcel Energy position peaked at $261K in Q4 2020.
  • 899 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.