LCM
XEL icon

LCM Capital Management’s Xcel Energy XEL Stock Holding History

LCM Capital Management’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 		$283K Sell
3,561
-27
-0.8% -$2.12K 0.14% 82
2025
Q4 		$265K Buy
3,588
+16
+0.4% +$1.26K 0.13% 83
2025
Q3 		$288K Hold
3,572
– – 0.14% 82
2025
Q2 		$243K Buy
3,572
+147
+4% +$10.2K 0.13% 90
2025
Q1 		$242K Sell
3,425
-1
-0% -$68 0.14% 88
2024
Q4 		$231K Hold
3,426
– – 0.13% 92
2024
Q3 		$224K Buy
+3,426
New +$203K 0.13% 86
2024
Q1 		– Sell
-3,466
Closed -$215K – 95
2023
Q4 		$215K Sell
3,466
-73
-2% -$4.38K 0.16% 83
2023
Q3 		$202K Buy
3,539
+1
+0% +$60 0.17% 81
2023
Q2 		$220K Sell
3,538
-61
-2% -$4.07K 0.18% 76
2023
Q1 		$243K Buy
3,599
+1
+0% +$67 0.21% 72
2022
Q4 		$252K Hold
3,598
– – 0.25% 61
2022
Q3 		$230K Hold
3,598
– – 0.24% 65
2022
Q2 		$255K Buy
3,598
+77
+2% +$5.6K 0.25% 60
2022
Q1 		$254K Buy
3,521
+44
+1% +$3.02K 0.2% 74
2021
Q4 		$235K Buy
+3,477
New +$227K 0.18% 80

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LCM Capital Management's XEL Position: Q1 2026 in Review

LCM Capital Management reduced its Xcel Energy (XEL) stake by 0.75% in Q1 2026, selling an estimated $2.12K and leaving 3,561 shares worth $283K. The position accounts for 0.14% of the portfolio, ranked #82.

LCM Capital Management first reported a position in XEL in Q4 2021 and has held it in 16 quarters since. The position peaked at $288K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • LCM Capital Management held 3,561 shares of Xcel Energy worth $283K as of Q1 2026.
  • LCM Capital Management sold 27 Xcel Energy shares in Q1 2026, an estimated $2.12K.
  • Xcel Energy made up 0.14% of LCM Capital Management's portfolio in Q1 2026, its #82 holding.
  • LCM Capital Management first reported a position in Xcel Energy in Q4 2021 and has held it in 16 quarters since.
  • LCM Capital Management's Xcel Energy position peaked at $288K in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.