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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
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
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

Creative Capital Management Investments's XEL Position: Q1 2026 in Review

Creative Capital Management Investments held its Xcel Energy (XEL) position steady in Q1 2026 at 2,162 shares worth $172K. The position accounts for 0.05% of the portfolio, ranked #63.

Creative Capital Management Investments first reported a position in XEL in Q4 2022 and has held it in 9 quarters since. The position peaked at $173K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Creative Capital Management Investments held 2,162 shares of Xcel Energy worth $172K as of Q1 2026.
  • Creative Capital Management Investments left its Xcel Energy share count unchanged in Q1 2026.
  • Xcel Energy made up 0.05% of Creative Capital Management Investments's portfolio in Q1 2026, its #63 holding.
  • Creative Capital Management Investments first reported a position in Xcel Energy in Q4 2022 and has held it in 9 quarters since.
  • Creative Capital Management Investments's Xcel Energy position peaked at $173K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.