CA
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
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 – 2128
2021
Q4 		$89K Buy
+1,316
New +$85.8K 0.01% 796

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return