Cresset Asset Management’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
Q2 | $7.08M | Buy |
87,465
+6,133
| +8% | +$490K | 0.03% | 353 |
|
|
2026
Q1 | $6.54M | Sell |
81,332
-42,488
| -34% | -$3.33M | 0.03% | 329 |
|
|
2025
Q4 | $9.22M | Buy |
123,820
+572
| +0.5% | +$45.1K | 0.04% | 266 |
|
|
2025
Q3 | $10M | Buy |
123,248
+2,945
| +2% | +$213K | 0.04% | 243 |
|
|
2025
Q2 | $8.26M | Sell |
120,303
-8,315
| -6% | -$577K | 0.04% | 250 |
|
|
2025
Q1 | $9.18M | Buy |
128,618
+117,882
| +1,098% | +$8.02M | 0.05% | 239 |
|
|
2024
Q4 | $725K | Sell |
10,736
-36,012
| -77% | -$2.42M | ﹤0.01% | 923 |
|
|
2024
Q3 | $3.07M | Buy |
46,748
+7,834
| +20% | +$465K | 0.01% | 617 |
|
|
2024
Q2 | $2.1M | Buy |
38,914
+6,036
| +18% | +$328K | 0.01% | 703 |
|
|
2024
Q1 | $1.78M | Sell |
32,878
-6,374
| -16% | -$364K | 0.01% | 700 |
|
|
2023
Q4 | $2.45M | Buy |
39,252
+7,680
| +24% | +$461K | 0.01% | 498 |
|
|
2023
Q3 | $1.82M | Buy |
31,572
+2,598
| +9% | +$156K | 0.01% | 592 |
|
|
2023
Q2 | $1.81M | Buy |
28,974
+23,706
| +450% | +$1.58M | ﹤0.01% | 681 |
|
|
2023
Q1 | $356K | Buy |
+5,268
| New | +$355K | 0.01% | 580 |
|
|
2022
Q4 | – | Sell |
-4,155
| Closed | -$266K | – | 915 |
|
|
2022
Q3 | $266K | Sell |
4,155
-4,944
| -54% | -$360K | ﹤0.01% | 708 |
|
|
2022
Q2 | $647K | Sell |
9,099
-1,606
| -15% | -$117K | 0.01% | 485 |
|
|
2022
Q1 | $777K | Sell |
10,705
-710
| -6% | -$48.8K | 0.01% | 473 |
|
|
2021
Q4 | $778K | Buy |
11,415
+3,601
| +46% | +$235K | 0.01% | 532 |
|
|
2021
Q3 | $492K | Sell |
7,814
-94
| -1% | -$6.35K | 0.01% | 630 |
|
|
2021
Q2 | $525K | Buy |
7,908
+4,623
| +141% | +$322K | 0.01% | 537 |
|
|
2021
Q1 | $218K | Sell |
3,285
-715
| -18% | -$45.2K | ﹤0.01% | 824 |
|
|
2020
Q4 | $268K | Sell |
4,000
-297
| -7% | -$20.7K | ﹤0.01% | 594 |
|
|
2020
Q3 | $299K | Sell |
4,297
-252
| -6% | -$17.2K | 0.01% | 515 |
|
|
2020
Q2 | $286K | Buy |
4,549
+21
| +0.5% | +$1.32K | 0.01% | 479 |
|
|
2020
Q1 | $275K | Buy |
4,528
+550
| +14% | +$35.8K | 0.01% | 420 |
|
|
2019
Q4 | $254K | Buy |
3,978
+292
| +8% | +$18.3K | 0.01% | 484 |
|
|
2019
Q3 | $241K | Buy |
3,686
+167
| +5% | +$10.4K | 0.01% | 444 |
|
|
2019
Q2 | $209K | Buy |
3,519
+103
| +3% | +$5.92K | 0.01% | 436 |
|
|
2019
Q1 | $193K | Buy |
3,416
+489
| +17% | +$26K | 0.01% | 385 |
|
|
2018
Q4 | $145K | Buy |
+2,927
| New | +$147K | 0.01% | 265 |
|
Other funds holding XEL
Cresset Asset Management's XEL Position: Q2 2026 in Review
Cresset Asset Management increased its Xcel Energy (XEL) stake by 7.5% in Q2 2026, buying an estimated $490K and bringing the position to 87,465 shares worth $7.08M. The position accounts for 0.03% of the portfolio, ranked #353.
Cresset Asset Management first reported a position in XEL in Q4 2018 and has held it in 30 quarters since. The position peaked at $10M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Cresset Asset Management held 87,465 shares of Xcel Energy worth $7.08M as of Q2 2026.
- Cresset Asset Management bought 6,133 Xcel Energy shares in Q2 2026, an estimated $490K.
- Xcel Energy made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #353 holding.
- Cresset Asset Management first reported a position in Xcel Energy in Q4 2018 and has held it in 30 quarters since.
- Cresset Asset Management's Xcel Energy position peaked at $10M in Q3 2025.
- 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.