CFO
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CVA Family Office’s Xcel Energy XEL Stock Holding History

CVA Family Office’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 		$51.8K Sell
645
-23
-3% -$1.84K ﹤0.01% 599
2026
Q1 		$53.1K Buy
668
+270
+68% +$21.2K 0.01% 580
2025
Q4 		$29.4K Buy
398
+15
+4% +$1.18K ﹤0.01% 626
2025
Q3 		$30.9K Sell
383
-30
-7% -$2.17K ﹤0.01% 622
2025
Q2 		$28.1K Sell
413
-37
-8% -$2.57K ﹤0.01% 631
2025
Q1 		$31.9K Sell
450
-82
-15% -$5.58K ﹤0.01% 594
2024
Q4 		$35.9K Buy
532
+315
+145% +$21.1K 0.01% 579
2024
Q3 		$14.2K Sell
217
-354
-62% -$21K ﹤0.01% 705
2024
Q2 		$30.5K Sell
571
-2,280
-80% -$124K 0.01% 582
2024
Q1 		$153K Buy
2,851
+335
+13% +$19.1K 0.03% 287
2023
Q4 		$156K Buy
+2,516
New +$151K 0.03% 268
2023
Q3 		– Sell
-983
Closed -$61.1K – 970
2023
Q2 		$61.1K Sell
983
-137
-12% -$9.15K 0.01% 400
2023
Q1 		$75.5K Buy
1,120
+20
+2% +$1.35K 0.02% 354
2022
Q4 		$77.1K Sell
1,100
-275
-20% -$18.3K 0.02% 323
2022
Q3 		$88K Sell
1,375
-35
-2% -$2.55K 0.02% 262
2022
Q2 		$100K Buy
1,410
+315
+29% +$22.9K 0.03% 246
2022
Q1 		$79K Buy
1,095
+185
+20% +$12.7K 0.02% 303
2021
Q4 		$62K Buy
910
+85
+10% +$5.54K 0.02% 320
2021
Q3 		$57K Sell
825
-210
-20% -$14.2K 0.04% 167
2021
Q2 		$68K Buy
1,035
+125
+14% +$8.7K 0.02% 310
2021
Q1 		$61K Buy
910
+85
+10% +$5.37K 0.02% 251
2020
Q4 		$55K Hold
825
– – 0.03% 186
2020
Q3 		$57K Buy
+825
New +$56.3K 0.04% 167

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 $3.38T AUM 44.17% 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

CVA Family Office's XEL Position: Q2 2026 in Review

CVA Family Office reduced its Xcel Energy (XEL) stake by 3.4% in Q2 2026, selling an estimated $1.84K and leaving 645 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

CVA Family Office first reported a position in XEL in Q3 2020 and has held it in 23 quarters since. The position peaked at $156K in Q4 2023. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • CVA Family Office held 645 shares of Xcel Energy worth $51.8K as of Q2 2026.
  • CVA Family Office sold 23 Xcel Energy shares in Q2 2026, an estimated $1.84K.
  • Xcel Energy made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #599 holding.
  • CVA Family Office first reported a position in Xcel Energy in Q3 2020 and has held it in 23 quarters since.
  • CVA Family Office's Xcel Energy position peaked at $156K in Q4 2023.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.