Coldstream Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.45M | Buy |
18,228
+9,003
| +98% | +$706K | 0.02% | 375 |
|
|
2025
Q4 | $681K | Sell |
9,225
-88
| -0.9% | -$6.94K | 0.01% | 585 |
|
|
2025
Q3 | $751K | Sell |
9,313
-7,149
| -43% | -$517K | 0.01% | 558 |
|
|
2025
Q2 | $1.12M | Buy |
16,462
+707
| +4% | +$49K | 0.02% | 392 |
|
|
2025
Q1 | $1.12M | Sell |
15,755
-599
| -4% | -$40.8K | 0.02% | 360 |
|
|
2024
Q4 | $1.1M | Buy |
16,354
+1,987
| +14% | +$133K | 0.02% | 358 |
|
|
2024
Q3 | $940K | Buy |
14,367
+675
| +5% | +$40K | 0.02% | 392 |
|
|
2024
Q2 | $731K | Sell |
13,692
-1,965
| -13% | -$107K | 0.02% | 408 |
|
|
2024
Q1 | $842K | Buy |
15,657
+475
| +3% | +$27.1K | 0.02% | 369 |
|
|
2023
Q4 | $940K | Buy |
15,182
+690
| +5% | +$41.4K | 0.03% | 308 |
|
|
2023
Q3 | $829K | Buy |
14,492
+5,578
| +63% | +$335K | 0.03% | 295 |
|
|
2023
Q2 | $554K | Buy |
8,914
+350
| +4% | +$23.4K | 0.02% | 412 |
|
|
2023
Q1 | $578K | Sell |
8,564
-755
| -8% | -$50.9K | 0.02% | 391 |
|
|
2022
Q4 | $653K | Buy |
+9,319
| New | +$620K | 0.02% | 351 |
|
|
2022
Q2 | $985K | Buy |
13,929
+508
| +4% | +$37K | 0.04% | 241 |
|
|
2022
Q1 | $969K | Sell |
13,421
-108
| -0.8% | -$7.42K | 0.03% | 244 |
|
|
2021
Q4 | $916K | Buy |
13,529
+4,329
| +47% | +$282K | 0.03% | 263 |
|
|
2021
Q3 | $635K | Buy |
9,200
+71
| +0.8% | +$4.8K | 0.03% | 228 |
|
|
2021
Q2 | $601K | Sell |
9,129
-436
| -5% | -$30.4K | 0.02% | 253 |
|
|
2021
Q1 | $636K | Buy |
9,565
+257
| +3% | +$16.2K | 0.04% | 198 |
|
|
2020
Q4 | $621K | Buy |
9,308
+440
| +5% | +$30.7K | 0.04% | 193 |
|
|
2020
Q3 | $612K | Sell |
8,868
-64
| -0.7% | -$4.37K | 0.05% | 174 |
|
|
2020
Q2 | $558K | Sell |
8,932
-121
| -1% | -$7.63K | 0.05% | 181 |
|
|
2020
Q1 | $546K | Buy |
9,053
+380
| +4% | +$24.8K | 0.06% | 165 |
|
|
2019
Q4 | $550K | Buy |
8,673
+263
| +3% | +$16.5K | 0.05% | 192 |
|
|
2019
Q3 | $546K | Hold |
8,410
| – | – | 0.05% | 187 |
|
|
2019
Q2 | $500K | Sell |
8,410
-175
| -2% | -$10.1K | 0.04% | 199 |
|
|
2019
Q1 | $483K | Buy |
8,585
+162
| +2% | +$8.62K | 0.04% | 195 |
|
|
2018
Q4 | $415K | Buy |
8,423
+279
| +3% | +$14K | 0.04% | 207 |
|
|
2018
Q3 | $384K | Buy |
8,144
+110
| +1% | +$5.19K | 0.03% | 231 |
|
|
2018
Q2 | $367K | Sell |
8,034
-352
| -4% | -$15.8K | 0.04% | 228 |
|
|
2018
Q1 | $381K | Sell |
8,386
-335
| -4% | -$14.9K | 0.04% | 205 |
|
|
2017
Q4 | $420K | Buy |
8,721
+151
| +2% | +$7.49K | 0.05% | 205 |
|
|
2017
Q3 | $406K | Buy |
8,570
+51
| +0.6% | +$2.45K | 0.05% | 202 |
|
|
2017
Q2 | $391K | Buy |
8,519
+20
| +0.2% | +$921 | 0.05% | 192 |
|
|
2017
Q1 | $378K | Buy |
+8,499
| New | +$360K | 0.05% | 183 |
|
Other funds holding XEL
VCM
VPM
Coldstream Capital Management's XEL Position: Q1 2026 in Review
Coldstream Capital Management increased its Xcel Energy (XEL) stake by 98% in Q1 2026, buying an estimated $706K and bringing the position to 18,228 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #375.
Coldstream Capital Management first reported a position in XEL in Q1 2017 and has held it in 36 quarters since. 1,270 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Coldstream Capital Management held 18,228 shares of Xcel Energy worth $1.45M as of Q1 2026.
- Coldstream Capital Management bought 9,003 Xcel Energy shares in Q1 2026, an estimated $706K.
- Xcel Energy made up 0.02% of Coldstream Capital Management's portfolio in Q1 2026, its #375 holding.
- Coldstream Capital Management first reported a position in Xcel Energy in Q1 2017 and has held it in 36 quarters since.
- 1,270 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.