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Checchi Capital Advisers’s Xcel Energy XEL Stock Holding History

Checchi Capital Advisers’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 		$639K Buy
7,953
+567
+8% +$45.3K 0.03% 310
2026
Q1 		$587K Buy
7,386
+910
+14% +$71.4K 0.03% 320
2025
Q4 		$478K Sell
6,476
-207
-3% -$16.3K 0.02% 332
2025
Q3 		$539K Buy
6,683
+230
+4% +$16.6K 0.03% 308
2025
Q2 		$439K Buy
6,453
+33
+0.5% +$2.29K 0.02% 364
2025
Q1 		$454K Buy
6,420
+574
+10% +$39.1K 0.02% 354
2024
Q4 		$395K Buy
5,846
+245
+4% +$16.4K 0.02% 376
2024
Q3 		$366K Buy
5,601
+190
+4% +$11.3K 0.02% 405
2024
Q2 		$289K Sell
5,411
-1,064
-16% -$57.9K 0.01% 446
2024
Q1 		$348K Sell
6,475
-432
-6% -$24.7K 0.03% 408
2023
Q4 		$428K Sell
6,907
-701
-9% -$42.1K 0.03% 340
2023
Q3 		$435K Buy
7,608
+149
+2% +$8.96K 0.04% 323
2023
Q2 		$464K Sell
7,459
-244
-3% -$16.3K 0.04% 305
2023
Q1 		$519K Sell
7,703
-41
-0.5% -$2.77K 0.05% 280
2022
Q4 		$543K Sell
7,744
-38
-0.5% -$2.53K 0.06% 254
2022
Q3 		$498K Buy
7,782
+100
+1% +$7.28K 0.05% 270
2022
Q2 		$562K Buy
7,682
+988
+15% +$71.9K 0.05% 267
2022
Q1 		$483K Buy
6,694
+348
+5% +$23.9K 0.04% 268
2021
Q4 		$430K Sell
6,346
-142
-2% -$9.26K 0.04% 294
2021
Q3 		$406K Buy
6,488
+83
+1% +$5.61K 0.04% 288
2021
Q2 		$422K Buy
6,405
+510
+9% +$35.5K 0.04% 283
2021
Q1 		$392K Sell
5,895
-140
-2% -$8.85K 0.04% 282
2020
Q4 		$402K Sell
6,035
-112
-2% -$7.8K 0.04% 271
2020
Q3 		$424K Sell
6,147
-567
-8% -$38.7K 0.05% 234
2020
Q2 		$420K Buy
6,714
+808
+14% +$50.9K 0.05% 231
2020
Q1 		$356K Buy
5,906
+197
+3% +$12.8K 0.03% 223
2019
Q4 		$362K Sell
5,709
-728
-11% -$45.5K 0.05% 261
2019
Q3 		$418K Buy
6,437
+728
+13% +$45.4K 0.05% 230
2019
Q2 		$340K Sell
5,709
-13
-0.2% -$747 0.04% 273
2019
Q1 		$322K Sell
5,722
-93
-2% -$4.95K 0.04% 276
2018
Q4 		$287K Sell
5,815
-70
-1% -$3.51K 0.04% 269
2018
Q3 		$278K Buy
5,885
+231
+4% +$10.9K 0.03% 336
2018
Q2 		$258K Buy
5,654
+383
+7% +$17.2K 0.03% 333
2018
Q1 		$240K Sell
5,271
-47
-0.9% -$2.09K 0.03% 345
2017
Q4 		$256K Buy
5,318
+74
+1% +$3.67K 0.03% 332
2017
Q3 		$248K Sell
5,244
-265
-5% -$12.7K 0.03% 322
2017
Q2 		$253K Sell
5,509
-328
-6% -$15.1K 0.03% 315
2017
Q1 		$259K Sell
5,837
-550
-9% -$23.3K 0.03% 322
2016
Q4 		$260K Buy
6,387
+871
+16% +$34.8K 0.04% 302
2016
Q3 		$227K Sell
5,516
-574
-9% -$24.5K 0.03% 330
2016
Q2 		$273K Sell
6,090
-5
-0.1% -$207 0.03% 257
2016
Q1 		$255K Sell
6,095
-76
-1% -$2.96K 0.06% 272
2015
Q4 		$222K Buy
+6,171
New +$220K 0.06% 301
2015
Q1 		– Sell
-5,671
Closed -$204K – 367
2014
Q4 		$204K Buy
+5,671
New +$190K 0.08% 292

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Checchi Capital Advisers's XEL Position: Q2 2026 in Review

Checchi Capital Advisers increased its Xcel Energy (XEL) stake by 7.7% in Q2 2026, buying an estimated $45.3K and bringing the position to 7,953 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #310.

Checchi Capital Advisers first reported a position in XEL in Q4 2014 and has held it in 44 quarters since. 745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Checchi Capital Advisers held 7,953 shares of Xcel Energy worth $639K as of Q2 2026.
  • Checchi Capital Advisers bought 567 Xcel Energy shares in Q2 2026, an estimated $45.3K.
  • Xcel Energy made up 0.03% of Checchi Capital Advisers's portfolio in Q2 2026, its #310 holding.
  • Checchi Capital Advisers first reported a position in Xcel Energy in Q4 2014 and has held it in 44 quarters since.
  • 745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.