Cerity Partners
XEL icon

Cerity Partners’s Xcel Energy XEL Stock Holding History

Cerity Partners’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 		$18.2M Sell
226,421
-20,009
-8% -$1.6M 0.02% 517
2026
Q1 		$19.6M Sell
246,430
-6,626
-3% -$520K 0.03% 455
2025
Q4 		$18.7M Sell
253,056
-36,823
-13% -$2.9M 0.03% 430
2025
Q3 		$23.4M Sell
289,879
-15,915
-5% -$1.15M 0.04% 352
2025
Q2 		$20.8M Sell
305,794
-111
-0% -$7.7K 0.04% 354
2025
Q1 		$21.7M Buy
305,905
+27,964
+10% +$1.9M 0.04% 322
2024
Q4 		$18.5M Buy
277,941
+5,180
+2% +$347K 0.04% 326
2024
Q3 		$17.8M Buy
272,761
+120,685
+79% +$7.16M 0.04% 340
2024
Q2 		$8.12M Sell
152,076
-10,172
-6% -$553K 0.02% 481
2024
Q1 		$8.73M Buy
162,248
+125,442
+341% +$7.16M 0.02% 491
2023
Q4 		$2.29M Buy
36,806
+21,804
+145% +$1.31M 0.01% 738
2023
Q3 		$865K Sell
15,002
-14,379
-49% -$864K ﹤0.01% 801
2023
Q2 		$1.83M Sell
29,381
-45,892
-61% -$3.06M 0.01% 745
2023
Q1 		$6.37M Buy
75,273
+5,067
+7% +$342K 0.02% 447
2022
Q4 		$4.93M Sell
70,206
-2,229
-3% -$148K 0.03% 364
2022
Q3 		$4.64M Buy
72,435
+706
+1% +$51.4K 0.06% 242
2022
Q2 		$5.08M Buy
71,729
+66,866
+1,375% +$4.86M 0.06% 248
2022
Q1 		$351K Sell
4,863
-1,172
-19% -$80.5K 0.01% 684
2021
Q4 		$412K Buy
+6,035
New +$393K 0.01% 652
2021
Q3 		– Sell
-3,066
Closed -$202K – 729
2021
Q2 		$202K Buy
3,066
+11
+0.4% +$766 ﹤0.01% 677
2021
Q1 		$203K Sell
3,055
-1,439
-32% -$91K ﹤0.01% 661
2020
Q4 		$300K Buy
4,494
+130
+3% +$9.06K 0.01% 521
2020
Q3 		$301K Buy
+4,364
New +$298K 0.01% 407
2018
Q3 		– Sell
-5,023
Closed -$229K – 567
2018
Q2 		$229K Buy
+5,023
New +$225K 0.02% 487
2018
Q1 		– Sell
-7,036
Closed -$339K – 589
2017
Q4 		$339K Buy
7,036
+122
+2% +$6.05K 0.02% 411
2017
Q3 		$327K Buy
+6,914
New +$332K 0.02% 414

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Cerity Partners's XEL Position: Q2 2026 in Review

Cerity Partners reduced its Xcel Energy (XEL) stake by 8.1% in Q2 2026, selling an estimated $1.6M and leaving 226,421 shares worth $18.2M. The position accounts for 0.02% of the portfolio, ranked #517.

Cerity Partners first reported a position in XEL in Q3 2017 and has held it in 26 quarters since. The position peaked at $23.4M in Q3 2025. 1,233 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Cerity Partners held 226,421 shares of Xcel Energy worth $18.2M as of Q2 2026.
  • Cerity Partners sold 20,009 Xcel Energy shares in Q2 2026, an estimated $1.6M.
  • Xcel Energy made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #517 holding.
  • Cerity Partners first reported a position in Xcel Energy in Q3 2017 and has held it in 26 quarters since.
  • Cerity Partners's Xcel Energy position peaked at $23.4M in Q3 2025.
  • 1,233 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.