Curi RMB Capital’s Xcel Energy XEL Stock Holding History

Curi RMB Capital’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	$1.01M	Sell	12,561 -139	-1%	-$11.1K	0.02%	453
2026 Q1	$1.01M	Buy	12,700 +5,886	+86%	+$462K	0.02%	444
2025 Q4	$506K	Buy	6,814 +1,825	+37%	+$144K	0.01%	604
2025 Q3	$405K	Buy	4,989 +218	+5%	+$15.8K	0.01%	546
2025 Q2	$328K	Buy	+4,771	New	+$331K	0.01%	574
2025 Q1	–	Sell	-4,542	Closed	-$307K	–	563
2024 Q4	$307K	Sell	4,542 -676	-13%	-$45.3K	0.01%	460
2024 Q3	$341K	Buy	5,218 +676	+15%	+$40.1K	0.01%	468
2024 Q2	$243K	Sell	4,542 -23	-0.5%	-$1.25K	0.01%	499
2024 Q1	$246K	Sell	4,565 -475	-9%	-$27.1K	0.01%	520
2023 Q4	$312K	Sell	5,040 -3,046	-38%	-$183K	0.01%	440
2023 Q3	$463K	Buy	+8,086	New	+$486K	0.02%	380
2022 Q3	–	Sell	-3,159	Closed	-$224K	–	491
2022 Q2	$224K	Buy	+3,159	New	+$230K	0.01%	445

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 $3.38T AUM 44.17% 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

Curi RMB Capital's XEL Position: Q2 2026 in Review

Curi RMB Capital reduced its Xcel Energy (XEL) stake by 1.1% in Q2 2026, selling an estimated $11.1K and leaving 12,561 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #453.

Curi RMB Capital first reported a position in XEL in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.01M in Q1 2026. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Curi RMB Capital held 12,561 shares of Xcel Energy worth $1.01M as of Q2 2026.
Curi RMB Capital sold 139 Xcel Energy shares in Q2 2026, an estimated $11.1K.
Xcel Energy made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #453 holding.
Curi RMB Capital first reported a position in Xcel Energy in Q2 2022 and has held it in 12 quarters since.
Curi RMB Capital's Xcel Energy position peaked at $1.01M in Q1 2026.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.