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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
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% -$2.65K ﹤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

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

CoreCap Advisors's XEL Position: Q2 2026 in Review

CoreCap Advisors reduced its Xcel Energy (XEL) stake by 8.2% in Q2 2026, selling an estimated $12.5K and leaving 1,763 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

CoreCap Advisors first reported a position in XEL in Q4 2021 and has held it in 14 quarters since. The position peaked at $471K in Q4 2022. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • CoreCap Advisors held 1,763 shares of Xcel Energy worth $142K as of Q2 2026.
  • CoreCap Advisors sold 157 Xcel Energy shares in Q2 2026, an estimated $12.5K.
  • Xcel Energy made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #988 holding.
  • CoreCap Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Xcel Energy position peaked at $471K in Q4 2022.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.