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

CFS 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 Q2	$441K	Buy	5,375 +70	+1%	+$5.59K	0.03%	267
2026 Q1	$430K	Buy	5,305 +96	+2%	+$7.53K	0.03%	264
2025 Q4	$385K	Buy	5,209 +905	+21%	+$71.4K	0.03%	260
2025 Q3	$346K	Buy	4,304 +722	+20%	+$52.2K	0.03%	271
2025 Q2	$244K	Buy	3,582 +413	+13%	+$28.6K	0.02%	299
2025 Q1	$224K	Buy	3,169 +109	+4%	+$7.42K	0.02%	293
2024 Q4	$207K	Buy	+3,060	New	+$205K	0.02%	289
2022 Q4	–	Sell	-52,608	Closed	-$1K	–	277
2022 Q3	$1K	Buy	+52,608	New	+$3.83M	﹤0.01%	222
2022 Q2	–	Sell	-47,199	Closed	-$1K	–	541
2022 Q1	$1K	Buy	+47,199	New	+$3.24M	﹤0.01%	404

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFS Investment Advisory Services's XEL Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Xcel Energy (XEL) stake by 1.3% in Q2 2026, buying an estimated $5.59K and bringing the position to 5,375 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #267.

CFS Investment Advisory Services first reported a position in XEL in Q1 2022 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

CFS Investment Advisory Services held 5,375 shares of Xcel Energy worth $441K as of Q2 2026.
CFS Investment Advisory Services bought 70 Xcel Energy shares in Q2 2026, an estimated $5.59K.
Xcel Energy made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #267 holding.
CFS Investment Advisory Services first reported a position in Xcel Energy in Q1 2022 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.