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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi RMB Capital's XEL Position: Q1 2026 in Review

Curi RMB Capital increased its Xcel Energy (XEL) stake by 86% in Q1 2026, buying an estimated $462K and bringing the position to 12,700 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #444.

Curi RMB Capital first reported a position in XEL in Q2 2022 and has held it in 11 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Curi RMB Capital held 12,700 shares of Xcel Energy worth $1.01M as of Q1 2026.
Curi RMB Capital bought 5,886 Xcel Energy shares in Q1 2026, an estimated $462K.
Xcel Energy made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #444 holding.
Curi RMB Capital first reported a position in Xcel Energy in Q2 2022 and has held it in 11 quarters since.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.