Shelton Capital Management’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 | $6.55M | Buy |
82,507
+1,268
| +2% | +$99.5K | 0.14% | 128 |
|
|
2025
Q4 | $6M | Buy |
81,239
+3,737
| +5% | +$295K | 0.12% | 141 |
|
|
2025
Q3 | $6.25M | Sell |
77,502
-1,261
| -2% | -$91.2K | 0.13% | 138 |
|
|
2025
Q2 | $5.36M | Sell |
78,763
-1,435
| -2% | -$99.5K | 0.12% | 152 |
|
|
2025
Q1 | $5.68M | Hold |
80,198
| – | – | 0.14% | 145 |
|
|
2024
Q4 | $5.41M | Buy |
80,198
+7,370
| +10% | +$494K | 0.13% | 147 |
|
|
2024
Q3 | $4.76M | Sell |
72,828
-224
| -0.3% | -$13.3K | 0.12% | 156 |
|
|
2024
Q2 | $3.9M | Buy |
73,052
+2,473
| +4% | +$135K | 0.11% | 179 |
|
|
2024
Q1 | $3.79M | Hold |
70,579
| – | – | 0.11% | 191 |
|
|
2023
Q4 | $4.37M | Buy |
70,579
+5,566
| +9% | +$334K | 0.14% | 168 |
|
|
2023
Q3 | $3.72M | Buy |
65,013
+13,262
| +26% | +$797K | 0.14% | 178 |
|
|
2023
Q2 | $3.22M | Buy |
51,751
+2,053
| +4% | +$137K | 0.12% | 178 |
|
|
2023
Q1 | $3.35M | Buy |
49,698
+6,531
| +15% | +$441K | 0.14% | 158 |
|
|
2022
Q4 | $3.03M | Sell |
43,167
-11,229
| -21% | -$747K | 0.32% | 109 |
|
|
2022
Q3 | $3.48M | Buy |
54,396
+1,041
| +2% | +$75.8K | 0.17% | 143 |
|
|
2022
Q2 | $3.77M | Hold |
53,355
| – | – | 0.17% | 137 |
|
|
2022
Q1 | $3.85M | Buy |
53,355
+1,954
| +4% | +$134K | 0.14% | 160 |
|
|
2021
Q4 | $3.48M | Buy |
51,401
+1,050
| +2% | +$68.4K | 0.12% | 177 |
|
|
2021
Q3 | $3.15M | Hold |
50,351
| – | – | 0.12% | 183 |
|
|
2021
Q2 | $3.32M | Buy |
50,351
+1,203
| +2% | +$83.7K | 0.13% | 179 |
|
|
2021
Q1 | $3.27M | Buy |
49,148
+3,966
| +9% | +$251K | 0.11% | 174 |
|
|
2020
Q4 | $3.01M | Sell |
45,182
-36,399
| -45% | -$2.54M | 0.14% | 156 |
|
|
2020
Q3 | $5.63M | Buy |
81,581
+36,350
| +80% | +$2.48M | 0.23% | 87 |
|
|
2020
Q2 | $2.83M | Hold |
45,231
| – | – | 0.16% | 127 |
|
|
2020
Q1 | $2.73M | Buy |
45,231
+1,017
| +2% | +$66.3K | 0.2% | 108 |
|
|
2019
Q4 | $2.81M | Sell |
44,214
-1,200
| -3% | -$75.1K | 0.16% | 126 |
|
|
2019
Q3 | $2.95M | Sell |
45,414
-5,000
| -10% | -$312K | 0.17% | 110 |
|
|
2019
Q2 | $3M | Buy |
50,414
+47,580
| +1,679% | +$2.74M | 0.17% | 116 |
|
|
2019
Q1 | $50.4K | Sell |
2,834
-47,580
| -94% | -$2.53M | 0.2% | 107 |
|
|
2018
Q4 | $2.48M | Buy |
50,414
+44,586
| +765% | +$2.24M | 0.17% | 126 |
|
|
2018
Q3 | $275K | Buy |
+5,828
| New | +$275K | 0.02% | 659 |
|
Other funds holding XEL
VCM
VPM
Shelton Capital Management's XEL Position: Q1 2026 in Review
Shelton Capital Management increased its Xcel Energy (XEL) stake by 1.6% in Q1 2026, buying an estimated $99.5K and bringing the position to 82,507 shares worth $6.55M. The position accounts for 0.14% of the portfolio, ranked #128.
Shelton Capital Management first reported a position in XEL in Q3 2018 and has held it in 31 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Shelton Capital Management held 82,507 shares of Xcel Energy worth $6.55M as of Q1 2026.
- Shelton Capital Management bought 1,268 Xcel Energy shares in Q1 2026, an estimated $99.5K.
- Xcel Energy made up 0.14% of Shelton Capital Management's portfolio in Q1 2026, its #128 holding.
- Shelton Capital Management first reported a position in Xcel Energy in Q3 2018 and has held it in 31 quarters since.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.