GAFA
XEL icon

Garton & Associates Financial Advisors’s Xcel Energy XEL Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-401
Closed -$29.6K – 709
2025
Q4 		$29.6K Buy
+401
New +$31.6K 0.02% 518

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Garton & Associates Financial Advisors's XEL Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 401 shares — an estimated $29.6K sold.

Garton & Associates Financial Advisors first reported a position in XEL in Q4 2025 and held it in 1 quarter. The position peaked at $29.6K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 401 Xcel Energy shares in Q1 2026, an estimated $29.6K.
  • Garton & Associates Financial Advisors first reported a position in Xcel Energy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Xcel Energy position peaked at $29.6K in Q4 2025.
  • 1,275 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.