Chilton Capital Management’s Xcel Energy XEL Stock Holding History

Chilton Capital Management’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	$161K	Hold	2,000	–	–	0.01%	243
2026 Q1	$159K	Hold	2,000	–	–	0.01%	248
2025 Q4	$148K	Hold	2,000	–	–	0.01%	257
2025 Q3	$161K	Hold	2,000	–	–	0.01%	249
2025 Q2	$136K	Hold	2,000	–	–	0.01%	255
2025 Q1	$142K	Hold	2,000	–	–	0.01%	245
2024 Q4	$135K	Hold	2,000	–	–	0.01%	251
2024 Q3	$131K	Hold	2,000	–	–	0.01%	259
2024 Q2	$107K	Hold	2,000	–	–	﹤0.01%	283
2024 Q1	$108K	Sell	2,000 -1,247	-38%	-$71.2K	0.01%	281
2023 Q4	$201K	Hold	3,247	–	–	0.01%	236
2023 Q3	$186K	Hold	3,247	–	–	0.01%	221
2023 Q2	$202K	Hold	3,247	–	–	0.01%	224
2023 Q1	$219K	Sell	3,247 -523	-14%	-$35.3K	0.01%	214
2022 Q4	$264K	Hold	3,770	–	–	0.02%	201
2022 Q3	$241K	Hold	3,770	–	–	0.02%	196
2022 Q2	$267K	Hold	3,770	–	–	0.02%	198
2022 Q1	$272K	Buy	3,770 +530	+16%	+$36.4K	0.01%	199
2021 Q4	$219K	Hold	3,240	–	–	0.01%	216
2021 Q3	$202K	Hold	3,240	–	–	0.01%	205
2021 Q2	$213K	Buy	+3,240	New	+$226K	0.01%	201

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Chilton Capital Management's XEL Position: Q2 2026 in Review

Chilton Capital Management held its Xcel Energy (XEL) position steady in Q2 2026 at 2,000 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #243.

Chilton Capital Management first reported a position in XEL in Q2 2021 and has held it in 21 quarters since. The position peaked at $272K in Q1 2022. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Chilton Capital Management held 2,000 shares of Xcel Energy worth $161K as of Q2 2026.
Chilton Capital Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.01% of Chilton Capital Management's portfolio in Q2 2026, its #243 holding.
Chilton Capital Management first reported a position in Xcel Energy in Q2 2021 and has held it in 21 quarters since.
Chilton Capital Management's Xcel Energy position peaked at $272K in Q1 2022.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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