PCIA
XEL icon

Prime Capital Investment Advisors’s Xcel Energy XEL Stock Holding History

Prime Capital 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 		$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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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. 949 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.
  • 949 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.