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Cornercap Investment Counsel’s Xcel Energy XEL Stock Holding History

Cornercap Investment Counsel’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
2025
Q4 		$1.45M Sell
19,627
-268
-1% -$21.1K 0.71% 65
2025
Q3 		$1.6M Sell
19,895
-335
-2% -$24.2K 0.8% 45
2025
Q2 		$1.38M Buy
+20,230
New +$1.4M 0.72% 68
2018
Q2 		– Sell
-83,845
Closed -$3.81M – 469
2018
Q1 		$3.81M Buy
83,845
+2,900
+4% +$129K 0.54% 59
2017
Q4 		$3.89M Buy
+80,945
New +$4.02M 0.53% 62

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Cornercap Investment Counsel's XEL Position: Q4 2025 in Review

Cornercap Investment Counsel reduced its Xcel Energy (XEL) stake by 1.3% in Q4 2025, selling an estimated $21.1K and leaving 19,627 shares worth $1.45M. The position accounts for 0.71% of the portfolio, ranked #65.

Cornercap Investment Counsel first reported a position in XEL in Q4 2017 and has held it in 5 quarters since. The position peaked at $3.89M in Q4 2017. 1,246 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Cornercap Investment Counsel held 19,627 shares of Xcel Energy worth $1.45M as of Q4 2025.
  • Cornercap Investment Counsel sold 268 Xcel Energy shares in Q4 2025, an estimated $21.1K.
  • Xcel Energy made up 0.71% of Cornercap Investment Counsel's portfolio in Q4 2025, its #65 holding.
  • Cornercap Investment Counsel first reported a position in Xcel Energy in Q4 2017 and has held it in 5 quarters since.
  • Cornercap Investment Counsel's Xcel Energy position peaked at $3.89M in Q4 2017.
  • 1,246 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Cornercap Investment Counsel's 13F filing for Q4 2025, filed 13 Feb 2026.