CoreCap Advisors
XEL icon

CoreCap Advisors’s Xcel Energy XEL Stock Holding History

CoreCap Advisors’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
Q3 		$219K Buy
3,102
+1,339
+76% +$103K 0.01% 817
2026
Q2 		$142K Sell
1,763
-157
-8% -$12.5K ﹤0.01% 988
2026
Q1 		$153K Buy
1,920
+99
+5% +$7.76K 0.01% 887
2025
Q4 		$134K Sell
1,821
-3
-0.2% -$237 ﹤0.01% 930
2025
Q3 		$147K Buy
1,824
+1,030
+130% +$74.5K 0.01% 897
2025
Q2 		$54.1K Sell
794
-64
-7% -$4.44K ﹤0.01% 1211
2025
Q1 		$60.7K Sell
858
-39
-4% -$2.66K ﹤0.01% 1095
2024
Q4 		$60.6K Buy
897
+52
+6% +$3.49K ﹤0.01% 1109
2024
Q3 		$55.2K Buy
845
+48
+6% +$2.85K ﹤0.01% 1145
2024
Q2 		$42.6K Sell
797
-49
-6% -$2.67K ﹤0.01% 702
2024
Q1 		$45.5K Buy
+846
New +$48.3K ﹤0.01% 1157
2022
Q4 		$471K Buy
6,715
+686
+11% +$45.6K 0.03% 368
2022
Q3 		$386K Sell
6,029
-459
-7% -$33.4K 0.03% 364
2022
Q2 		$459K Buy
+6,488
New +$472K 0.04% 340
2022
Q1 		– Sell
-1,316
Closed -$89K – 2127
2021
Q4 		$89K Buy
+1,316
New +$85.8K 0.01% 796

Other funds holding XEL

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CoreCap Advisors's XEL Position: Q3 2026 in Review

CoreCap Advisors increased its Xcel Energy (XEL) stake by 76% in Q3 2026, buying an estimated $103K and bringing the position to 3,102 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #817.

CoreCap Advisors first reported a position in XEL in Q4 2021 and has held it in 15 quarters since. The position peaked at $471K in Q4 2022. 272 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • CoreCap Advisors held 3,102 shares of Xcel Energy worth $219K as of Q3 2026.
  • CoreCap Advisors bought 1,339 Xcel Energy shares in Q3 2026, an estimated $103K.
  • Xcel Energy made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #817 holding.
  • CoreCap Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Xcel Energy position peaked at $471K in Q4 2022.
  • 272 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.