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CBRE Investment Management Listed Real Assets’s Xcel Energy XEL Stock Holding History

CBRE Investment Management Listed Real Assets’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 		$216M Buy
2,692,983
+95,262
+4% +$7.6M 3.01% 5
2026
Q1 		$206M Buy
2,597,721
+273,054
+12% +$21.4M 3.06% 5
2025
Q4 		$172M Buy
2,324,667
+356,208
+18% +$28.1M 2.52% 8
2025
Q3 		$159M Buy
1,968,459
+449,299
+30% +$32.5M 2.26% 11
2025
Q2 		$103M Buy
1,519,160
+64,122
+4% +$4.45M 1.57% 24
2025
Q1 		$103M Buy
1,455,038
+362,519
+33% +$24.7M 1.58% 18
2024
Q4 		$73.8M Sell
1,092,519
-327,142
-23% -$21.9M 1.31% 27
2024
Q3 		$92.7M Buy
1,419,661
+321,475
+29% +$19.1M 1.47% 22
2024
Q2 		$58.7M Buy
1,098,186
+570,538
+108% +$31M 1.07% 29
2024
Q1 		$28.4M Buy
527,648
+494,761
+1,504% +$28.3M 0.52% 57
2023
Q4 		$2.04M Sell
32,887
-781,585
-96% -$46.9M 0.04% 97
2023
Q3 		$46.6M Sell
814,472
-71,729
-8% -$4.31M 0.94% 34
2023
Q2 		$55.1M Sell
886,201
-105,895
-11% -$7.07M 0.99% 33
2023
Q1 		$66.9M Sell
992,096
-517,771
-34% -$34.9M 1.18% 29
2022
Q4 		$106M Buy
1,509,867
+364,799
+32% +$24.3M 1.85% 15
2022
Q3 		$73.3M Buy
1,145,068
+1,044,568
+1,039% +$76M 1.33% 28
2022
Q2 		$7.11M Buy
+100,500
New +$7.31M 0.11% 91
2018
Q1 		– Sell
-23,500
Closed -$1.13M – 120
2017
Q4 		$1.13M Buy
23,500
+6,000
+34% +$298K 0.01% 104
2017
Q3 		$828K Sell
17,500
-4,200
-19% -$202K 0.01% 101
2017
Q2 		$996K Sell
21,700
-11,300
-34% -$520K 0.01% 95
2017
Q1 		$1.47M Buy
33,000
+4,300
+15% +$182K 0.01% 85
2016
Q4 		$1.17M Sell
28,700
-6,600
-19% -$264K 0.01% 84
2016
Q3 		$1.45M Buy
35,300
+9,700
+38% +$415K 0.01% 81
2016
Q2 		$1.15M Buy
+25,600
New +$1.06M 0.01% 81

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 $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

CBRE Investment Management Listed Real Assets's XEL Position: Q2 2026 in Review

CBRE Investment Management Listed Real Assets increased its Xcel Energy (XEL) stake by 3.7% in Q2 2026, buying an estimated $7.6M and bringing the position to 2,692,983 shares worth $216M. The position accounts for 3.01% of the portfolio, ranked #5.

CBRE Investment Management Listed Real Assets first reported a position in XEL in Q2 2016 and has held it in 24 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • CBRE Investment Management Listed Real Assets held 2,692,983 shares of Xcel Energy worth $216M as of Q2 2026.
  • CBRE Investment Management Listed Real Assets bought 95,262 Xcel Energy shares in Q2 2026, an estimated $7.6M.
  • Xcel Energy made up 3.01% of CBRE Investment Management Listed Real Assets's portfolio in Q2 2026, its #5 holding.
  • CBRE Investment Management Listed Real Assets first reported a position in Xcel Energy in Q2 2016 and has held it in 24 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on CBRE Investment Management Listed Real Assets's 13F filing for Q2 2026, filed 14 Aug 2026.