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 Q2	$64.1M	Sell	798,283 -501,180	-39%	-$40M	0.41%	58
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 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

Freestone Grove Partners's XEL Position: Q2 2026 in Review

Freestone Grove Partners reduced its Xcel Energy (XEL) stake by 39% in Q2 2026, selling an estimated $40M and leaving 798,283 shares worth $64.1M. The position accounts for 0.41% of the portfolio, ranked #58.

Freestone Grove Partners first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $103M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Freestone Grove Partners held 798,283 shares of Xcel Energy worth $64.1M as of Q2 2026.
Freestone Grove Partners sold 501,180 Xcel Energy shares in Q2 2026, an estimated $40M.
Xcel Energy made up 0.41% of Freestone Grove Partners's portfolio in Q2 2026, its #58 holding.
Freestone Grove Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
Freestone Grove Partners's Xcel Energy position peaked at $103M in Q1 2026.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.