CFG
XEL icon

Clayton Financial Group’s Xcel Energy XEL Stock Holding History

Clayton Financial Group’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 		– Sell
-99
Closed -$7.87K – 576
2026
Q1 		$7.87K Hold
99
– – ﹤0.01% 260
2025
Q4 		$7.31K Buy
+99
New +$7.81K ﹤0.01% 262

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 $3.37T AUM 44.26% 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

Clayton Financial Group's XEL Position: Q2 2026 in Review

Clayton Financial Group sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 99 shares — an estimated $7.87K sold.

Clayton Financial Group first reported a position in XEL in Q4 2025 and held it in 2 quarters. The position peaked at $7.87K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Clayton Financial Group reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 99 Xcel Energy shares in Q2 2026, an estimated $7.87K.
  • Clayton Financial Group first reported a position in Xcel Energy in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Xcel Energy position peaked at $7.87K in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.