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Crestwood Advisors Group’s Xcel Energy XEL Stock Holding History

Crestwood Advisors Group’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 		$343K Buy
4,278
+24
+0.6% +$1.92K 0.01% 626
2026
Q1 		$338K Buy
4,254
+365
+9% +$28.6K 0.01% 535
2025
Q4 		$287K Buy
3,889
+794
+26% +$62.6K ﹤0.01% 534
2025
Q3 		$250K Buy
+3,095
New +$224K ﹤0.01% 506
2025
Q2 		– Sell
-2,827
Closed -$200K – 543
2025
Q1 		$200K Buy
+2,827
New +$192K ﹤0.01% 485
2017
Q2 		– Sell
-833
Closed -$37K – 438
2017
Q1 		$37K Buy
+833
New +$35.3K ﹤0.01% 300

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Crestwood Advisors Group's XEL Position: Q2 2026 in Review

Crestwood Advisors Group increased its Xcel Energy (XEL) stake by 0.56% in Q2 2026, buying an estimated $1.92K and bringing the position to 4,278 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #626.

Crestwood Advisors Group first reported a position in XEL in Q1 2017 and has held it in 6 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Crestwood Advisors Group held 4,278 shares of Xcel Energy worth $343K as of Q2 2026.
  • Crestwood Advisors Group bought 24 Xcel Energy shares in Q2 2026, an estimated $1.92K.
  • Xcel Energy made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #626 holding.
  • Crestwood Advisors Group first reported a position in Xcel Energy in Q1 2017 and has held it in 6 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.