CI Investments Inc
XEL icon

CI Investments Inc’s Xcel Energy XEL Stock Holding History

CI Investments Inc’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 		$1.72M Buy
21,364
+3,287
+18% +$262K 0.01% 484
2026
Q1 		$1.44M Buy
18,077
+1,740
+11% +$136K 0.01% 399
2025
Q4 		$1.21M Buy
16,337
+4,048
+33% +$319K 0.01% 416
2025
Q3 		$991K Sell
12,289
-3,913
-24% -$283K ﹤0.01% 435
2025
Q2 		$1.1M Buy
16,202
+2,808
+21% +$195K ﹤0.01% 425
2025
Q1 		$948K Buy
13,394
+9,793
+272% +$667K ﹤0.01% 436
2024
Q4 		$243K Buy
3,601
+144
+4% +$9.66K ﹤0.01% 679
2024
Q3 		$226K Sell
3,457
-1,554
-31% -$92.2K ﹤0.01% 632
2024
Q2 		$268K Buy
5,011
+531
+12% +$28.9K ﹤0.01% 573
2024
Q1 		$241K Buy
4,480
+1,236
+38% +$70.6K ﹤0.01% 642
2023
Q4 		$201K Buy
3,244
+426
+15% +$25.6K ﹤0.01% 645
2023
Q3 		$161K Sell
2,818
-443
-14% -$26.6K ﹤0.01% 700
2023
Q2 		$203K Buy
3,261
+744
+30% +$49.7K ﹤0.01% 629
2023
Q1 		$170K Buy
2,517
+975
+63% +$65.8K ﹤0.01% 617
2022
Q4 		$108K Buy
1,542
+814
+112% +$54.2K ﹤0.01% 728
2022
Q3 		$47K Buy
728
+661
+987% +$48.1K ﹤0.01% 847
2022
Q2 		$5K Buy
67
+1
+2% +$73 ﹤0.01% 1091
2022
Q1 		$5K Sell
66
-1,526
-96% -$105K ﹤0.01% 1146
2021
Q4 		$108K Buy
1,592
+165
+12% +$10.8K ﹤0.01% 883
2021
Q3 		$89K Buy
1,427
+49
+4% +$3.31K ﹤0.01% 885
2021
Q2 		$91K Buy
1,378
+4
+0.3% +$278 ﹤0.01% 893
2021
Q1 		$91K Sell
1,374
-242
-15% -$15.3K ﹤0.01% 790
2020
Q4 		$108K Buy
1,616
+15
+0.9% +$1.04K ﹤0.01% 738
2020
Q3 		$110K Sell
1,601
-175
-10% -$11.9K ﹤0.01% 649
2020
Q2 		$111K Sell
1,776
-27,286
-94% -$1.72M ﹤0.01% 578
2020
Q1 		$1.75M Sell
29,062
-3,475
-11% -$226K 0.01% 298
2019
Q4 		$2.07M Sell
32,537
-6,727
-17% -$421K 0.01% 316
2019
Q3 		$2.55M Buy
+39,264
New +$2.45M 0.01% 286

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 $3.38T AUM 44.17% 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

CI Investments Inc's XEL Position: Q2 2026 in Review

CI Investments Inc increased its Xcel Energy (XEL) stake by 18% in Q2 2026, buying an estimated $262K and bringing the position to 21,364 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #484.

CI Investments Inc first reported a position in XEL in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.55M in Q3 2019. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • CI Investments Inc held 21,364 shares of Xcel Energy worth $1.72M as of Q2 2026.
  • CI Investments Inc bought 3,287 Xcel Energy shares in Q2 2026, an estimated $262K.
  • Xcel Energy made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #484 holding.
  • CI Investments Inc first reported a position in Xcel Energy in Q3 2019 and has held it in 28 quarters since.
  • CI Investments Inc's Xcel Energy position peaked at $2.55M in Q3 2019.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.