Cascade Investment Group’s Xcel Energy XEL Stock Holding History

Cascade Investment Group’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	$633K	Hold	7,880	–	–	0.35%	70
2026 Q1	$626K	Hold	7,880	–	–	0.41%	62
2025 Q4	$582K	Hold	7,880	–	–	0.39%	61
2025 Q3	$636K	Hold	7,880	–	–	0.42%	55
2025 Q2	$537K	Sell	7,880 -100	-1%	-$6.93K	0.37%	61
2025 Q1	$565K	Sell	7,980 -500	-6%	-$34K	0.43%	54
2024 Q4	$573K	Hold	8,480	–	–	0.41%	58
2024 Q3	$554K	Sell	8,480 -100	-1%	-$5.93K	0.41%	59
2024 Q2	$458K	Hold	8,580	–	–	0.36%	68
2024 Q1	$461K	Sell	8,580 -500	-6%	-$28.6K	0.35%	72
2023 Q4	$562K	Buy	+9,080	New	+$545K	0.45%	53

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cascade Investment Group's XEL Position: Q2 2026 in Review

Cascade Investment Group held its Xcel Energy (XEL) position steady in Q2 2026 at 7,880 shares worth $633K. The position accounts for 0.35% of the portfolio, ranked #70.

Cascade Investment Group first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $636K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Cascade Investment Group held 7,880 shares of Xcel Energy worth $633K as of Q2 2026.
Cascade Investment Group left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.35% of Cascade Investment Group's portfolio in Q2 2026, its #70 holding.
Cascade Investment Group first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
Cascade Investment Group's Xcel Energy position peaked at $636K in Q3 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.