Prime Capital Investment Advisors’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
Q2 | $378K | Sell |
4,710
-260
| -5% | -$20.8K | ﹤0.01% | 781 |
|
|
2026
Q1 | $395K | Buy |
4,970
+304
| +7% | +$23.8K | ﹤0.01% | 742 |
|
|
2025
Q4 | $345K | Buy |
4,666
+41
| +0.9% | +$3.23K | ﹤0.01% | 771 |
|
|
2025
Q3 | $373K | Sell |
4,625
-93
| -2% | -$6.73K | ﹤0.01% | 732 |
|
|
2025
Q2 | $321K | Sell |
4,718
-2,026
| -30% | -$140K | ﹤0.01% | 746 |
|
|
2025
Q1 | $477K | Buy |
6,744
+1,957
| +41% | +$133K | 0.01% | 683 |
|
|
2024
Q4 | $323K | Buy |
4,787
+263
| +6% | +$17.6K | ﹤0.01% | 706 |
|
|
2024
Q3 | $295K | Buy |
4,524
+83
| +2% | +$4.92K | ﹤0.01% | 740 |
|
|
2024
Q2 | $237K | Sell |
4,441
-3,118
| -41% | -$170K | ﹤0.01% | 795 |
|
|
2024
Q1 | $406K | Buy |
7,559
+146
| +2% | +$8.34K | 0.01% | 683 |
|
|
2023
Q4 | $459K | Buy |
7,413
+3,116
| +73% | +$187K | 0.01% | 591 |
|
|
2023
Q3 | $246K | Buy |
4,297
+96
| +2% | +$5.77K | 0.01% | 641 |
|
|
2023
Q2 | $261K | Buy |
4,201
+655
| +18% | +$43.7K | 0.01% | 640 |
|
|
2023
Q1 | $239K | Sell |
3,546
-981
| -22% | -$66.2K | 0.01% | 474 |
|
|
2022
Q4 | $317K | Sell |
4,527
-5,099
| -53% | -$339K | 0.01% | 413 |
|
|
2022
Q3 | $616K | Sell |
9,626
-996
| -9% | -$72.5K | 0.04% | 214 |
|
|
2022
Q2 | $752K | Buy |
10,622
+106
| +1% | +$7.71K | 0.04% | 197 |
|
|
2022
Q1 | $712K | Hold |
10,516
| – | – | 0.04% | 197 |
|
|
2021
Q4 | $712K | Buy |
10,516
+444
| +4% | +$28.9K | 0.04% | 199 |
|
|
2021
Q3 | $630K | Sell |
10,072
-1,251
| -11% | -$84.5K | 0.04% | 204 |
|
|
2021
Q2 | $746K | Buy |
+11,323
| New | +$788K | 0.04% | 213 |
|
|
2020
Q3 | – | Sell |
-9,200
| Closed | -$575K | – | 514 |
|
|
2020
Q2 | $575K | Buy |
9,200
+3,158
| +52% | +$199K | 0.05% | 170 |
|
|
2020
Q1 | $364K | Buy |
6,042
+252
| +4% | +$16.4K | 0.04% | 163 |
|
|
2019
Q4 | $368K | Sell |
5,790
-1
| -0% | -$63 | 0.04% | 165 |
|
|
2019
Q3 | $376K | Hold |
5,791
| – | – | 0.06% | 165 |
|
|
2019
Q2 | $345K | Hold |
5,791
| – | – | 0.06% | 155 |
|
|
2019
Q1 | $326K | Buy |
5,791
+16
| +0.3% | +$851 | 0.09% | 114 |
|
|
2018
Q4 | $285K | Hold |
5,775
| – | – | 0.1% | 104 |
|
|
2018
Q3 | $273K | Sell |
5,775
-446
| -7% | -$21.1K | 0.09% | 117 |
|
|
2018
Q2 | $284K | Buy |
6,221
+446
| +8% | +$20K | 0.12% | 114 |
|
|
2018
Q1 | $263K | Sell |
5,775
-900
| -13% | -$40.1K | 0.19% | 85 |
|
|
2017
Q4 | $321K | Buy |
+6,675
| New | +$331K | 0.25% | 80 |
|
Other funds holding XEL
Prime Capital Investment Advisors's XEL Position: Q2 2026 in Review
Prime Capital Investment Advisors reduced its Xcel Energy (XEL) stake by 5.2% in Q2 2026, selling an estimated $20.8K and leaving 4,710 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #781.
Prime Capital Investment Advisors first reported a position in XEL in Q4 2017 and has held it in 32 quarters since. The position peaked at $752K in Q2 2022. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Prime Capital Investment Advisors held 4,710 shares of Xcel Energy worth $378K as of Q2 2026.
- Prime Capital Investment Advisors sold 260 Xcel Energy shares in Q2 2026, an estimated $20.8K.
- Xcel Energy made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #781 holding.
- Prime Capital Investment Advisors first reported a position in Xcel Energy in Q4 2017 and has held it in 32 quarters since.
- Prime Capital Investment Advisors's Xcel Energy position peaked at $752K in Q2 2022.
- 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.