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Cranbrook Wealth Management’s Xcel Energy XEL Stock Holding History

Cranbrook Wealth Management’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
Q1 		$231K Hold
2,905
– – 0.05% 116
2025
Q4 		$215K Hold
2,905
– – 0.04% 122
2025
Q3 		$234K Hold
2,905
– – 0.05% 121
2025
Q2 		$198K Sell
2,905
-45
-2% -$3.12K 0.04% 119
2025
Q1 		$209K Buy
2,950
+45
+2% +$3.06K 0.05% 107
2024
Q4 		$196K Hold
2,905
– – 0.05% 108
2024
Q3 		$190K Hold
2,905
– – 0.04% 114
2024
Q2 		$155K Hold
2,905
– – 0.04% 120
2024
Q1 		$156K Hold
2,905
– – 0.04% 101
2023
Q4 		$180K Hold
2,905
– – 0.05% 97
2023
Q3 		$166K Hold
2,905
– – 0.05% 93
2023
Q2 		$181K Hold
2,905
– – 0.05% 94
2023
Q1 		$196K Hold
2,905
– – 0.06% 88
2022
Q4 		$204K Hold
2,905
– – 0.06% 91
2022
Q3 		$186K Hold
2,905
– – 0.05% 99
2022
Q2 		$206K Hold
2,905
– – 0.05% 95
2022
Q1 		$210K Hold
2,905
– – 0.05% 102
2021
Q4 		$197K Hold
2,905
– – 0.04% 103
2021
Q3 		$182K Hold
2,905
– – 0.04% 106
2021
Q2 		$191K Hold
2,905
– – 0.04% 102
2021
Q1 		$193K Hold
2,905
– – 0.05% 101
2020
Q4 		$194K Hold
2,905
– – 0.05% 94
2020
Q3 		$200K Hold
2,905
– – 0.06% 87
2020
Q2 		$182K Hold
2,905
– – 0.05% 87
2020
Q1 		$175K Hold
2,905
– – 0.06% 82
2019
Q4 		$184K Buy
+2,905
New +$182K 0.05% 87

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Cranbrook Wealth Management's XEL Position: Q1 2026 in Review

Cranbrook Wealth Management held its Xcel Energy (XEL) position steady in Q1 2026 at 2,905 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #116.

Cranbrook Wealth Management first reported a position in XEL in Q4 2019 and has held it in 26 quarters since. The position peaked at $234K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Cranbrook Wealth Management held 2,905 shares of Xcel Energy worth $231K as of Q1 2026.
  • Cranbrook Wealth Management left its Xcel Energy share count unchanged in Q1 2026.
  • Xcel Energy made up 0.05% of Cranbrook Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Cranbrook Wealth Management first reported a position in Xcel Energy in Q4 2019 and has held it in 26 quarters since.
  • Cranbrook Wealth Management's Xcel Energy position peaked at $234K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.