Moors & Cabot’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $798K | Sell |
10,050
-288
| -3% | -$22.6K | 0.03% | 427 |
|
|
2025
Q4 | $764K | Buy |
10,338
+499
| +5% | +$39.4K | 0.03% | 423 |
|
|
2025
Q3 | $794K | Sell |
9,839
-100
| -1% | -$7.23K | 0.03% | 413 |
|
|
2025
Q2 | $677K | Hold |
9,939
| – | – | 0.03% | 429 |
|
|
2025
Q1 | $704K | Sell |
9,939
-1,503
| -13% | -$102K | 0.04% | 400 |
|
|
2024
Q4 | $773K | Buy |
11,442
+658
| +6% | +$44.1K | 0.04% | 388 |
|
|
2024
Q3 | $704K | Buy |
10,784
+100
| +0.9% | +$5.93K | 0.04% | 409 |
|
|
2024
Q2 | $571K | Sell |
10,684
-7,795
| -42% | -$424K | 0.03% | 440 |
|
|
2024
Q1 | $993K | Buy |
18,479
+10,140
| +122% | +$579K | 0.05% | 314 |
|
|
2023
Q4 | $516K | Sell |
8,339
-846
| -9% | -$50.8K | 0.03% | 455 |
|
|
2023
Q3 | $526K | Buy |
9,185
+298
| +3% | +$17.9K | 0.04% | 419 |
|
|
2023
Q2 | $553K | Sell |
8,887
-278
| -3% | -$18.6K | 0.04% | 415 |
|
|
2023
Q1 | $618K | Sell |
9,165
-47
| -0.5% | -$3.17K | 0.04% | 368 |
|
|
2022
Q4 | $646K | Sell |
9,212
-615
| -6% | -$40.9K | 0.05% | 353 |
|
|
2022
Q3 | $629K | Sell |
9,827
-800
| -8% | -$58.2K | 0.05% | 341 |
|
|
2022
Q2 | $752K | Sell |
10,627
-337
| -3% | -$24.5K | 0.05% | 320 |
|
|
2022
Q1 | $791K | Sell |
10,964
-175
| -2% | -$12K | 0.05% | 348 |
|
|
2021
Q4 | $754K | Buy |
11,139
+1,675
| +18% | +$109K | 0.05% | 351 |
|
|
2021
Q3 | $595K | Buy |
9,464
+1,431
| +18% | +$96.7K | 0.04% | 402 |
|
|
2021
Q2 | $529K | Sell |
8,033
-499
| -6% | -$34.7K | 0.04% | 408 |
|
|
2021
Q1 | $567K | Buy |
8,532
+268
| +3% | +$16.9K | 0.04% | 364 |
|
|
2020
Q4 | $553K | Buy |
8,264
+911
| +12% | +$63.5K | 0.05% | 342 |
|
|
2020
Q3 | $508K | Sell |
7,353
-71
| -1% | -$4.84K | 0.05% | 326 |
|
|
2020
Q2 | $466K | Buy |
7,424
+1,333
| +22% | +$84K | 0.05% | 330 |
|
|
2020
Q1 | $365K | Sell |
6,091
-2,064
| -25% | -$135K | 0.05% | 315 |
|
|
2019
Q4 | $518K | Sell |
8,155
-513
| -6% | -$32.1K | 0.05% | 336 |
|
|
2019
Q3 | $559K | Buy |
8,668
+1,147
| +15% | +$71.5K | 0.06% | 297 |
|
|
2019
Q2 | $450K | Buy |
7,521
+1,349
| +22% | +$77.6K | 0.06% | 322 |
|
|
2019
Q1 | $346K | Sell |
6,172
-1,233
| -17% | -$65.6K | 0.05% | 354 |
|
|
2018
Q4 | $366K | Sell |
7,405
-2,194
| -23% | -$110K | 0.06% | 315 |
|
|
2018
Q3 | $451K | Buy |
9,599
+105
| +1% | +$4.96K | 0.06% | 329 |
|
|
2018
Q2 | $434K | Buy |
9,494
+1,197
| +14% | +$53.6K | 0.06% | 328 |
|
|
2018
Q1 | $377K | Sell |
8,297
-145
| -2% | -$6.46K | 0.05% | 378 |
|
|
2017
Q4 | $407K | Sell |
8,442
-219
| -3% | -$10.9K | 0.05% | 359 |
|
|
2017
Q3 | $408K | Sell |
8,661
-732
| -8% | -$35.1K | 0.06% | 343 |
|
|
2017
Q2 | $433K | Buy |
9,393
+1,049
| +13% | +$48.3K | 0.07% | 318 |
|
|
2017
Q1 | $369K | Sell |
8,344
-640
| -7% | -$27.1K | 0.06% | 338 |
|
|
2016
Q4 | $361K | Sell |
8,984
-2,994
| -25% | -$120K | 0.06% | 343 |
|
|
2016
Q3 | $494K | Sell |
11,978
-586
| -5% | -$25.1K | 0.08% | 270 |
|
|
2016
Q2 | $560K | Buy |
12,564
+3,407
| +37% | +$141K | 0.1% | 247 |
|
|
2016
Q1 | $382K | Sell |
9,157
-690
| -7% | -$26.9K | 0.07% | 297 |
|
|
2015
Q4 | $353K | Sell |
9,847
-741
| -7% | -$26.5K | 0.06% | 314 |
|
|
2015
Q3 | $376K | Sell |
10,588
-490
| -4% | -$16.7K | 0.07% | 308 |
|
|
2015
Q2 | $354K | Sell |
11,078
-32
| -0.3% | -$1.08K | 0.06% | 344 |
|
|
2015
Q1 | $384K | Buy |
11,110
+13
| +0.1% | +$465 | 0.06% | 319 |
|
|
2014
Q4 | $399K | Buy |
11,097
+13
| +0.1% | +$436 | 0.07% | 311 |
|
|
2014
Q3 | $336K | Buy |
11,084
+61
| +0.6% | +$1.91K | 0.06% | 348 |
|
|
2014
Q2 | $353K | Buy |
11,023
+1,479
| +15% | +$45.8K | 0.06% | 340 |
|
|
2014
Q1 | $290K | Buy |
+9,544
| New | +$278K | 0.07% | 281 |
|
Other funds holding XEL
VCM
VPM
Moors & Cabot's XEL Position: Q1 2026 in Review
Moors & Cabot reduced its Xcel Energy (XEL) stake by 2.8% in Q1 2026, selling an estimated $22.6K and leaving 10,050 shares worth $798K. The position accounts for 0.03% of the portfolio, ranked #427.
Moors & Cabot first reported a position in XEL in Q1 2014 and has held it in 49 quarters since. The position peaked at $993K in Q1 2024. 1,268 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Moors & Cabot held 10,050 shares of Xcel Energy worth $798K as of Q1 2026.
- Moors & Cabot sold 288 Xcel Energy shares in Q1 2026, an estimated $22.6K.
- Xcel Energy made up 0.03% of Moors & Cabot's portfolio in Q1 2026, its #427 holding.
- Moors & Cabot first reported a position in Xcel Energy in Q1 2014 and has held it in 49 quarters since.
- Moors & Cabot's Xcel Energy position peaked at $993K in Q1 2024.
- 1,268 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.