Cidel Asset Management’s Xcel Energy XEL Stock Holding History

Cidel Asset 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	$377K	Buy	4,692 +149	+3%	+$11.9K	0.02%	313
2026 Q1	$361K	Buy	4,543 +552	+14%	+$43.3K	0.02%	292
2025 Q4	$295K	Hold	3,991	–	–	0.02%	278
2025 Q3	$322K	Hold	3,991	–	–	0.02%	262
2025 Q2	$272K	Sell	3,991 -375	-9%	-$26K	0.02%	281
2025 Q1	$309K	Hold	4,366	–	–	0.02%	251
2024 Q4	$295K	Buy	4,366 +209	+5%	+$14K	0.02%	258
2024 Q3	$271K	Hold	4,157	–	–	0.02%	275
2024 Q2	$222K	Buy	4,157 +385	+10%	+$20.9K	0.02%	289
2024 Q1	$203K	Buy	3,772 +231	+7%	+$13.2K	0.02%	315
2023 Q4	$219K	Buy	+3,541	New	+$212K	0.01%	292

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

Cidel Asset Management's XEL Position: Q2 2026 in Review

Cidel Asset Management increased its Xcel Energy (XEL) stake by 3.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 4,692 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #313.

Cidel Asset Management first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Cidel Asset Management held 4,692 shares of Xcel Energy worth $377K as of Q2 2026.
Cidel Asset Management bought 149 Xcel Energy shares in Q2 2026, an estimated $11.9K.
Xcel Energy made up 0.02% of Cidel Asset Management's portfolio in Q2 2026, its #313 holding.
Cidel Asset Management first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.