FGP
XEL icon

Freestone Grove Partners’s Xcel Energy XEL Stock Holding History

Freestone Grove 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 		$103M Sell
1,299,463
-9,485
-0.7% -$744K 0.73% 14
2025
Q4 		$96.7M Buy
1,308,948
+452,120
+53% +$35.7M 0.7% 12
2025
Q3 		$69.1M Buy
856,828
+252,952
+42% +$18.3M 0.52% 45
2025
Q2 		$41.1M Buy
+603,876
New +$41.9M 0.31% 118
2025
Q1 		– Sell
-9,857
Closed -$666K – 817
2024
Q4 		$666K Buy
+9,857
New +$661K 0.01% 338

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freestone Grove Partners's XEL Position: Q1 2026 in Review

Freestone Grove Partners reduced its Xcel Energy (XEL) stake by 0.72% in Q1 2026, selling an estimated $744K and leaving 1,299,463 shares worth $103M. The position accounts for 0.73% of the portfolio, ranked #14.

Freestone Grove Partners first reported a position in XEL in Q4 2024 and has held it in 5 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Freestone Grove Partners held 1,299,463 shares of Xcel Energy worth $103M as of Q1 2026.
  • Freestone Grove Partners sold 9,485 Xcel Energy shares in Q1 2026, an estimated $744K.
  • Xcel Energy made up 0.73% of Freestone Grove Partners's portfolio in Q1 2026, its #14 holding.
  • Freestone Grove Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 5 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.