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 Q2	$414K	Sell	5,151 -746	-13%	-$59.5K	0.13%	68
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Freedom Financial Partners's XEL Position: Q2 2026 in Review

Freedom Financial Partners reduced its Xcel Energy (XEL) stake by 13% in Q2 2026, selling an estimated $59.5K and leaving 5,151 shares worth $414K. The position accounts for 0.13% of the portfolio, ranked #68.

Freedom Financial Partners first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $534K in Q1 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Freedom Financial Partners held 5,151 shares of Xcel Energy worth $414K as of Q2 2026.
Freedom Financial Partners sold 746 Xcel Energy shares in Q2 2026, an estimated $59.5K.
Xcel Energy made up 0.13% of Freedom Financial Partners's portfolio in Q2 2026, its #68 holding.
Freedom Financial Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
Freedom Financial Partners's Xcel Energy position peaked at $534K in Q1 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.