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Cornerstone Planning Group’s Xcel Energy XEL Stock Holding History

Cornerstone Planning Group’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 		$13.2K Buy
165
+39
+31% +$3.11K ﹤0.01% 801
2026
Q1 		$10.2K Buy
126
+42
+50% +$3.29K ﹤0.01% 886
2025
Q4 		$6.4K Buy
84
+75
+833% +$5.92K ﹤0.01% 912
2025
Q3 		$1.22K Sell
9
-57
-86% -$4.12K ﹤0.01% 1262
2025
Q2 		$4.87K Sell
66
-4
-6% -$277 ﹤0.01% 730
2025
Q1 		$4.99K Buy
70
+24
+52% +$1.63K ﹤0.01% 737
2024
Q4 		$3.1K Buy
46
+5
+12% +$335 ﹤0.01% 681
2024
Q3 		$2.62K Buy
41
+10
+32% +$593 ﹤0.01% 714
2024
Q2 		$1.76K Hold
31
– – ﹤0.01% 807
2024
Q1 		$1.64K Buy
31
+16
+107% +$914 ﹤0.01% 696
2023
Q4 		$929 Hold
15
– – ﹤0.01% 723
2023
Q3 		$858 Sell
15
-51
-77% -$3.06K ﹤0.01% 821
2023
Q2 		$4.1K Buy
+66
New +$4.41K ﹤0.01% 961
2022
Q4 		$6.94K Buy
+102
New +$6.79K ﹤0.01% 752

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

Cornerstone Planning Group's XEL Position: Q2 2026 in Review

Cornerstone Planning Group increased its Xcel Energy (XEL) stake by 31% in Q2 2026, buying an estimated $3.11K and bringing the position to 165 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Cornerstone Planning Group first reported a position in XEL in Q4 2022 and has held it in 14 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Cornerstone Planning Group held 165 shares of Xcel Energy worth $13.2K as of Q2 2026.
  • Cornerstone Planning Group bought 39 Xcel Energy shares in Q2 2026, an estimated $3.11K.
  • Xcel Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #801 holding.
  • Cornerstone Planning Group first reported a position in Xcel Energy in Q4 2022 and has held it in 14 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.