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 Q2	$286K	Hold	3,561	–	–	0.12%	88
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 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

LCM Capital Management's XEL Position: Q2 2026 in Review

LCM Capital Management held its Xcel Energy (XEL) position steady in Q2 2026 at 3,561 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #88.

LCM Capital Management first reported a position in XEL in Q4 2021 and has held it in 17 quarters since. The position peaked at $288K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

LCM Capital Management held 3,561 shares of Xcel Energy worth $286K as of Q2 2026.
LCM Capital Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.12% of LCM Capital Management's portfolio in Q2 2026, its #88 holding.
LCM Capital Management first reported a position in Xcel Energy in Q4 2021 and has held it in 17 quarters since.
LCM Capital Management's Xcel Energy position peaked at $288K in Q3 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.