KCM Investment Advisors’s Xcel Energy XEL Stock Holding History

KCM Investment Advisors’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	$595K	Sell	7,409 -140	-2%	-$11.2K	0.02%	265
2026 Q1	$600K	Buy	7,549 +140	+2%	+$11K	0.02%	246
2025 Q4	$547K	Hold	7,409	–	–	0.02%	262
2025 Q3	$598K	Hold	7,409	–	–	0.02%	254
2025 Q2	$505K	Hold	7,409	–	–	0.02%	266
2025 Q1	$524K	Hold	7,409	–	–	0.02%	256
2024 Q4	$500K	Hold	7,409	–	–	0.02%	257
2024 Q3	$484K	Sell	7,409 -900	-11%	-$53.4K	0.02%	268
2024 Q2	$444K	Buy	8,309 +900	+12%	+$49K	0.02%	271
2024 Q1	$398K	Buy	7,409 +994	+15%	+$56.8K	0.01%	282
2023 Q4	$397K	Hold	6,415	–	–	0.02%	275
2023 Q3	$367K	Sell	6,415 -952	-13%	-$57.2K	0.02%	277
2023 Q2	$458K	Sell	7,367 -495	-6%	-$33K	0.02%	270
2023 Q1	$530K	Sell	7,862 -353	-4%	-$23.8K	0.02%	263
2022 Q4	$576K	Hold	8,215	–	–	0.02%	252
2022 Q3	$526K	Hold	8,215	–	–	0.02%	244
2022 Q2	$581K	Hold	8,215	–	–	0.03%	250
2022 Q1	$593K	Buy	8,215 +1,800	+28%	+$124K	0.02%	261
2021 Q4	$434K	Buy	6,415 +500	+8%	+$32.6K	0.02%	307
2021 Q3	$370K	Hold	5,915	–	–	0.01%	305
2021 Q2	$390K	Hold	5,915	–	–	0.02%	300
2021 Q1	$393K	Hold	5,915	–	–	0.02%	275
2020 Q4	$394K	Hold	5,915	–	–	0.02%	264
2020 Q3	$408K	Hold	5,915	–	–	0.02%	235
2020 Q2	$370K	Hold	5,915	–	–	0.02%	255
2020 Q1	$357K	Hold	5,915	–	–	0.02%	247
2019 Q4	$376K	Sell	5,915 -2,956	-33%	-$185K	0.02%	270
2019 Q3	$576K	Hold	8,871	–	–	0.03%	221
2019 Q2	$528K	Buy	8,871 +2,900	+49%	+$167K	0.03%	228
2019 Q1	$336K	Hold	5,971	–	–	0.02%	266
2018 Q4	$294K	Buy	5,971 +615	+11%	+$30.8K	0.02%	417
2018 Q3	$253K	Sell	5,356 -105	-2%	-$4.96K	0.01%	460
2018 Q2	$249K	Hold	5,461	–	–	0.02%	463
2018 Q1	$248K	Hold	5,461	–	–	0.02%	466
2017 Q4	$263K	Hold	5,461	–	–	0.02%	460
2017 Q3	$258K	Hold	5,461	–	–	0.02%	460
2017 Q2	$251K	Hold	5,461	–	–	0.02%	476
2017 Q1	$243K	Hold	5,461	–	–	0.02%	482
2016 Q4	$222K	Hold	5,461	–	–	0.01%	494
2016 Q3	$225K	Hold	5,461	–	–	0.02%	501
2016 Q2	$245K	Hold	5,461	–	–	0.02%	473
2016 Q1	$228K	Sell	5,461 -6,004	-52%	-$234K	0.02%	478
2015 Q4	$412K	Buy	11,465 +5,000	+77%	+$179K	0.03%	368
2015 Q3	$229K	Sell	6,465 -500	-7%	-$17K	0.02%	471
2015 Q2	$224K	Sell	6,965 -334	-5%	-$11.2K	0.02%	492
2015 Q1	$254K	Sell	7,299 -5,000	-41%	-$179K	0.02%	463
2014 Q4	$442K	Buy	12,299 +5,000	+69%	+$168K	0.04%	353
2014 Q3	$222K	Buy	+7,299	New	+$228K	0.02%	463

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 $3.37T AUM 44.26% 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

KCM Investment Advisors's XEL Position: Q2 2026 in Review

KCM Investment Advisors reduced its Xcel Energy (XEL) stake by 1.9% in Q2 2026, selling an estimated $11.2K and leaving 7,409 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #265.

KCM Investment Advisors first reported a position in XEL in Q3 2014 and has held it in 48 quarters since. The position peaked at $600K in Q1 2026. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

KCM Investment Advisors held 7,409 shares of Xcel Energy worth $595K as of Q2 2026.
KCM Investment Advisors sold 140 Xcel Energy shares in Q2 2026, an estimated $11.2K.
Xcel Energy made up 0.02% of KCM Investment Advisors's portfolio in Q2 2026, its #265 holding.
KCM Investment Advisors first reported a position in Xcel Energy in Q3 2014 and has held it in 48 quarters since.
KCM Investment Advisors's Xcel Energy position peaked at $600K in Q1 2026.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.