Creative Planning’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.1M | Buy |
441,228
+100,908
| +30% | +$7.91M | 0.02% | 281 |
|
|
2025
Q4 | $25.1M | Sell |
340,320
-24,971
| -7% | -$1.97M | 0.02% | 312 |
|
|
2025
Q3 | $29.5M | Buy |
365,291
+64,132
| +21% | +$4.64M | 0.02% | 281 |
|
|
2025
Q2 | $20.5M | Sell |
301,159
-6,442
| -2% | -$447K | 0.02% | 332 |
|
|
2025
Q1 | $21.8M | Buy |
307,601
+9,148
| +3% | +$623K | 0.02% | 302 |
|
|
2024
Q4 | $20.2M | Buy |
298,453
+11,698
| +4% | +$785K | 0.02% | 297 |
|
|
2024
Q3 | $18.7M | Buy |
286,755
+4,136
| +1% | +$245K | 0.02% | 296 |
|
|
2024
Q2 | $15.1M | Buy |
282,619
+151,843
| +116% | +$8.26M | 0.02% | 314 |
|
|
2024
Q1 | $7.03M | Buy |
130,776
+1,965
| +2% | +$112K | 0.01% | 509 |
|
|
2023
Q4 | $7.98M | Sell |
128,811
-38,650
| -23% | -$2.32M | 0.01% | 434 |
|
|
2023
Q3 | $9.58M | Buy |
167,461
+23,063
| +16% | +$1.39M | 0.01% | 366 |
|
|
2023
Q2 | $8.98M | Buy |
144,398
+11,776
| +9% | +$786K | 0.01% | 375 |
|
|
2023
Q1 | $8.94M | Buy |
132,622
+2,356
| +2% | +$159K | 0.01% | 364 |
|
|
2022
Q4 | $9.13M | Buy |
130,266
+5,133
| +4% | +$342K | 0.01% | 347 |
|
|
2022
Q3 | $8.01M | Sell |
125,133
-470
| -0.4% | -$34.2K | 0.01% | 344 |
|
|
2022
Q2 | $8.89M | Sell |
125,603
-6,702
| -5% | -$488K | 0.01% | 337 |
|
|
2022
Q1 | $9.55M | Buy |
132,305
+15,215
| +13% | +$1.05M | 0.01% | 326 |
|
|
2021
Q4 | $7.93M | Sell |
117,090
-3,934
| -3% | -$256K | 0.01% | 328 |
|
|
2021
Q3 | $7.56M | Buy |
121,024
+1,378
| +1% | +$93.1K | 0.01% | 319 |
|
|
2021
Q2 | $7.88M | Buy |
119,646
+22,274
| +23% | +$1.55M | 0.01% | 306 |
|
|
2021
Q1 | $6.48M | Sell |
97,372
-1,835
| -2% | -$116K | 0.01% | 355 |
|
|
2020
Q4 | $6.61M | Buy |
99,207
+3,087
| +3% | +$215K | 0.01% | 326 |
|
|
2020
Q3 | $6.63M | Buy |
96,120
+2,785
| +3% | +$190K | 0.02% | 276 |
|
|
2020
Q2 | $5.83M | Buy |
93,335
+452
| +0.5% | +$28.5K | 0.02% | 265 |
|
|
2020
Q1 | $5.6M | Buy |
92,883
+2,390
| +3% | +$156K | 0.02% | 242 |
|
|
2019
Q4 | $5.75M | Sell |
90,493
-2,723
| -3% | -$170K | 0.02% | 272 |
|
|
2019
Q3 | $6.05M | Sell |
93,216
-6,647
| -7% | -$414K | 0.02% | 255 |
|
|
2019
Q2 | $5.94M | Buy |
99,863
+2,510
| +3% | +$144K | 0.02% | 255 |
|
|
2019
Q1 | $5.47M | Buy |
97,353
+1,063
| +1% | +$56.5K | 0.02% | 258 |
|
|
2018
Q4 | $4.74M | Sell |
96,290
-11,792
| -11% | -$591K | 0.02% | 255 |
|
|
2018
Q3 | $5.1M | Buy |
108,082
+7,543
| +8% | +$356K | 0.02% | 267 |
|
|
2018
Q2 | $4.59M | Sell |
100,539
-359
| -0.4% | -$16.1K | 0.02% | 268 |
|
|
2018
Q1 | $4.59M | Sell |
100,898
-3,546
| -3% | -$158K | 0.02% | 264 |
|
|
2017
Q4 | $5.03M | Buy |
104,444
+5,601
| +6% | +$278K | 0.02% | 244 |
|
|
2017
Q3 | $4.68M | Sell |
98,843
-6,247
| -6% | -$300K | 0.02% | 254 |
|
|
2017
Q2 | $4.82M | Buy |
105,090
+4,588
| +5% | +$211K | 0.02% | 220 |
|
|
2017
Q1 | $4.47M | Buy |
100,502
+5,089
| +5% | +$216K | 0.02% | 222 |
|
|
2016
Q4 | $3.88M | Buy |
95,413
+9,316
| +11% | +$373K | 0.02% | 254 |
|
|
2016
Q3 | $3.54M | Buy |
86,097
+2,688
| +3% | +$115K | 0.02% | 252 |
|
|
2016
Q2 | $3.73M | Buy |
83,409
+1,529
| +2% | +$63.3K | 0.03% | 209 |
|
|
2016
Q1 | $3.42M | Buy |
81,880
+6,629
| +9% | +$258K | 0.03% | 210 |
|
|
2015
Q4 | $2.7M | Sell |
75,251
-1,619
| -2% | -$57.8K | 0.02% | 249 |
|
|
2015
Q3 | $2.72M | Buy |
76,870
+3,181
| +4% | +$108K | 0.02% | 243 |
|
|
2015
Q2 | $2.37M | Buy |
73,689
+22,426
| +44% | +$754K | 0.02% | 258 |
|
|
2015
Q1 | $1.78M | Sell |
51,263
-2,499
| -5% | -$89.4K | 0.02% | 307 |
|
|
2014
Q4 | $1.93M | Buy |
53,762
+6,712
| +14% | +$225K | 0.02% | 284 |
|
|
2014
Q3 | $1.43M | Buy |
47,050
+1,317
| +3% | +$41.2K | 0.02% | 312 |
|
|
2014
Q2 | $1.47M | Buy |
45,733
+3,874
| +9% | +$120K | 0.02% | 290 |
|
|
2014
Q1 | $1.27M | Buy |
41,859
+4,505
| +12% | +$131K | 0.02% | 302 |
|
|
2013
Q4 | $1.04M | Buy |
37,354
+3,184
| +9% | +$89.9K | 0.02% | 292 |
|
|
2013
Q3 | $943K | Buy |
34,170
+2,766
| +9% | +$79.1K | 0.02% | 275 |
|
|
2013
Q2 | $890K | Buy |
+31,404
| New | +$938K | 0.02% | 258 |
|
Other funds holding XEL
VCM
VPM
Creative Planning's XEL Position: Q1 2026 in Review
Creative Planning increased its Xcel Energy (XEL) stake by 30% in Q1 2026, buying an estimated $7.91M and bringing the position to 441,228 shares worth $35.1M. The position accounts for 0.02% of the portfolio, ranked #281.
Creative Planning first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Creative Planning held 441,228 shares of Xcel Energy worth $35.1M as of Q1 2026.
- Creative Planning bought 100,908 Xcel Energy shares in Q1 2026, an estimated $7.91M.
- Xcel Energy made up 0.02% of Creative Planning's portfolio in Q1 2026, its #281 holding.
- Creative Planning first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.