Freedom Financial Partners’s Xcel Energy XEL Stock Holding History

Freedom Financial Partners’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 Q1	$468K	Sell	5,897 -679	-10%	-$53.3K	0.17%	62
2025 Q4	$486K	Buy	6,576 +1	+0%	+$79	0.18%	60
2025 Q3	$530K	Sell	6,575 -924	-12%	-$66.8K	0.2%	56
2025 Q2	$511K	Sell	7,499 -50	-0.7%	-$3.47K	0.22%	52
2025 Q1	$534K	Buy	7,549 +1	+0%	+$68	0.25%	46
2024 Q4	$510K	Buy	+7,548	New	+$506K	0.25%	51

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Financial Partners's XEL Position: Q1 2026 in Review

Freedom Financial Partners reduced its Xcel Energy (XEL) stake by 10% in Q1 2026, selling an estimated $53.3K and leaving 5,897 shares worth $468K. The position accounts for 0.17% of the portfolio, ranked #62.

Freedom Financial Partners first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $534K in Q1 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Freedom Financial Partners held 5,897 shares of Xcel Energy worth $468K as of Q1 2026.
Freedom Financial Partners sold 679 Xcel Energy shares in Q1 2026, an estimated $53.3K.
Xcel Energy made up 0.17% of Freedom Financial Partners's portfolio in Q1 2026, its #62 holding.
Freedom Financial Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
Freedom Financial Partners's Xcel Energy position peaked at $534K in Q1 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.