Cypress Capital Group’s Xcel Energy XEL Stock Holding History

Cypress Capital 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	$1.13M	Buy	14,055 +3,970	+39%	+$317K	0.11%	141
2026 Q1	$801K	Sell	10,085 -75	-0.7%	-$5.88K	0.09%	138
2025 Q4	$750K	Sell	10,160 -300	-3%	-$23.7K	0.08%	139
2025 Q3	$844K	Buy	10,460 +400	+4%	+$28.9K	0.1%	129
2025 Q2	$685K	Sell	10,060 -100	-1%	-$6.93K	0.09%	138
2025 Q1	$719K	Sell	10,160 -576	-5%	-$39.2K	0.09%	133
2024 Q4	$725K	Sell	10,736 -6,129	-36%	-$411K	0.09%	146
2024 Q3	$1.1M	Sell	16,865 -1,177	-7%	-$69.8K	0.12%	133
2024 Q2	$964K	Sell	18,042 -154	-0.8%	-$8.38K	0.12%	135
2024 Q1	$978K	Sell	18,196 -125	-0.7%	-$7.14K	0.12%	148
2023 Q4	$1.13M	Sell	18,321 -190	-1%	-$11.4K	0.15%	123
2023 Q3	$1.06M	Buy	18,511 +2,686	+17%	+$161K	0.15%	125
2023 Q2	$984K	Sell	15,825 -3,418	-18%	-$228K	0.14%	141
2023 Q1	$1.3M	Buy	19,243 +3,008	+19%	+$203K	0.2%	119
2022 Q4	$1.14M	Buy	16,235 +300	+2%	+$20K	0.17%	127
2022 Q3	$1.02M	Sell	15,935 -1,250	-7%	-$91K	0.17%	124
2022 Q2	$1.22M	Sell	17,185 -1,000	-5%	-$72.8K	0.19%	113
2022 Q1	$1.31M	Hold	18,185	–	–	0.16%	121
2021 Q4	$1.23M	Sell	18,185 -750	-4%	-$48.9K	0.15%	124
2021 Q3	$1.18M	Hold	18,935	–	–	0.16%	124
2021 Q2	$1.25M	Sell	18,935 -1,175	-6%	-$81.8K	0.17%	122
2021 Q1	$1.34M	Sell	20,110 -400	-2%	-$25.3K	0.19%	114
2020 Q4	$1.37M	Sell	20,510 -560	-3%	-$39K	0.21%	110
2020 Q3	$1.45M	Sell	21,070 -231	-1%	-$15.8K	0.24%	98
2020 Q2	$1.33M	Sell	21,301 -369	-2%	-$23.3K	0.24%	92
2020 Q1	$1.31M	Sell	21,670 -100	-0.5%	-$6.52K	0.3%	83
2019 Q4	$1.38M	Hold	21,770	–	–	0.25%	98
2019 Q3	$1.41M	Sell	21,770 -2,550	-10%	-$159K	0.27%	93
2019 Q2	$1.45M	Sell	24,320 -1,520	-6%	-$87.4K	0.29%	87
2019 Q1	$1.45M	Sell	25,840 -250	-1%	-$13.3K	0.3%	90
2018 Q4	$1.28M	Sell	26,090 -1,170	-4%	-$58.7K	0.29%	88
2018 Q3	$1.29M	Sell	27,260 -900	-3%	-$42.5K	0.24%	99
2018 Q2	$1.29M	Sell	28,160 -400	-1%	-$17.9K	0.27%	97
2018 Q1	$1.3M	Sell	28,560 -1,350	-5%	-$60.2K	0.27%	94
2017 Q4	$1.44M	Hold	29,910	–	–	0.3%	90
2017 Q3	$1.42M	Hold	29,910	–	–	0.3%	91
2017 Q2	$1.37M	Sell	29,910 -300	-1%	-$13.8K	0.3%	92
2017 Q1	$1.34M	Hold	30,210	–	–	0.31%	82
2016 Q4	$1.23M	Sell	30,210 -700	-2%	-$28K	0.29%	83
2016 Q3	$1.27M	Sell	30,910 -3,210	-9%	-$137K	0.3%	79
2016 Q2	$1.53M	Sell	34,120 -200	-0.6%	-$8.28K	0.36%	74
2016 Q1	$1.44M	Buy	34,320 +2,410	+8%	+$93.9K	0.35%	75
2015 Q4	$1.15M	Sell	31,910 -1,500	-4%	-$53.6K	0.28%	82
2015 Q3	$1.18M	Hold	33,410	–	–	0.29%	80
2015 Q2	$1.07M	Sell	33,410 -1,440	-4%	-$48.4K	0.25%	88
2015 Q1	$1.21M	Sell	34,850 -2,400	-6%	-$85.8K	0.28%	84
2014 Q4	$1.34M	Hold	37,250	–	–	0.31%	83
2014 Q3	$1.13M	Sell	37,250 -3,000	-7%	-$93.9K	0.27%	87
2014 Q2	$1.3M	Sell	40,250 -2,600	-6%	-$80.6K	0.3%	82
2014 Q1	$1.3M	Sell	42,850 -1,200	-3%	-$35K	0.32%	79
2013 Q4	$1.23M	Sell	44,050 -800	-2%	-$22.6K	0.3%	81
2013 Q3	$1.24M	Sell	44,850 -11,500	-20%	-$329K	0.31%	82
2013 Q2	$1.6M	Buy	+56,350	New	+$1.68M	0.33%	79

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cypress Capital Group's XEL Position: Q2 2026 in Review

Cypress Capital Group increased its Xcel Energy (XEL) stake by 39% in Q2 2026, buying an estimated $317K and bringing the position to 14,055 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #141.

Cypress Capital Group first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.6M in Q2 2013. 949 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Cypress Capital Group held 14,055 shares of Xcel Energy worth $1.13M as of Q2 2026.
Cypress Capital Group bought 3,970 Xcel Energy shares in Q2 2026, an estimated $317K.
Xcel Energy made up 0.11% of Cypress Capital Group's portfolio in Q2 2026, its #141 holding.
Cypress Capital Group first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
Cypress Capital Group's Xcel Energy position peaked at $1.6M in Q2 2013.
949 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.