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CBIZ Investment Advisory Services’s Xcel Energy XEL Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-52
Closed -$3.87K – 752
2025
Q4 		$3.87K Hold
52
– – ﹤0.01% 556
2025
Q3 		$4.22K Hold
52
– – ﹤0.01% 478
2025
Q2 		$3.57K Buy
+52
New +$3.61K ﹤0.01% 483

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.26T AUM 61.52% 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

CBIZ Investment Advisory Services's XEL Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 52 shares — an estimated $3.87K sold.

CBIZ Investment Advisory Services first reported a position in XEL in Q2 2025 and held it in 3 quarters. The position peaked at $4.22K in Q3 2025. 1,275 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 52 Xcel Energy shares in Q1 2026, an estimated $3.87K.
  • CBIZ Investment Advisory Services first reported a position in Xcel Energy in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Xcel Energy position peaked at $4.22K in Q3 2025.
  • 1,275 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.