Creative Capital Management Investments’s Xcel Energy XEL Stock Holding History

Creative Capital Management Investments’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	$176K	Buy	2,198 +36	+2%	+$2.87K	0.04%	95
2026 Q1	$172K	Hold	2,162	–	–	0.05%	63
2025 Q4	$160K	Buy	2,162 +23	+1%	+$1.81K	0.05%	65
2025 Q3	$173K	Buy	2,139 +50	+2%	+$3.62K	0.06%	61
2025 Q2	$142K	Hold	2,089	–	–	0.05%	67
2025 Q1	$148K	Hold	2,089	–	–	0.06%	63
2024 Q4	$141K	Hold	2,089	–	–	0.06%	66
2024 Q3	$136K	Sell	2,089 -200	-9%	-$11.9K	0.06%	59
2024 Q2	$122K	Buy	+2,289	New	+$125K	0.06%	56
2023 Q1	–	Sell	-16	Closed	-$1K	–	293
2022 Q4	$1K	Buy	+16	New	+$1.06K	﹤0.01%	209

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Creative Capital Management Investments's XEL Position: Q2 2026 in Review

Creative Capital Management Investments increased its Xcel Energy (XEL) stake by 1.7% in Q2 2026, buying an estimated $2.87K and bringing the position to 2,198 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #95.

Creative Capital Management Investments first reported a position in XEL in Q4 2022 and has held it in 10 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Creative Capital Management Investments held 2,198 shares of Xcel Energy worth $176K as of Q2 2026.
Creative Capital Management Investments bought 36 Xcel Energy shares in Q2 2026, an estimated $2.87K.
Xcel Energy made up 0.04% of Creative Capital Management Investments's portfolio in Q2 2026, its #95 holding.
Creative Capital Management Investments first reported a position in Xcel Energy in Q4 2022 and has held it in 10 quarters since.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.