Cary Street Partners’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
Q2
$263K Buy
3,275
+213
+7% +$17K 0.01% 844
2026
Q1
$243K Buy
3,062
+414
+16% +$32.5K 0.01% 781
2025
Q4
$196K Buy
2,648
+36
+1% +$2.84K ﹤0.01% 841
2025
Q3
$211K Sell
2,612
-8
-0.3% -$579 0.01% 780
2025
Q2
$178K Buy
2,620
+362
+16% +$25.1K 0.01% 794
2025
Q1
$160K Sell
2,258
-449
-17% -$30.6K 0.01% 785
2024
Q4
$183K Buy
+2,707
New +$182K 0.01% 740

Other funds holding XEL

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

Cary Street Partners increased its Xcel Energy (XEL) stake by 7% in Q2 2026, buying an estimated $17K and bringing the position to 3,275 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #844.

Cary Street Partners first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Cary Street Partners held 3,275 shares of Xcel Energy worth $263K as of Q2 2026.
  • Cary Street Partners bought 213 Xcel Energy shares in Q2 2026, an estimated $17K.
  • Xcel Energy made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #844 holding.
  • Cary Street Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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