Gateway Wealth Partners’s Xcel Energy XEL Stock Holding History

Gateway Wealth 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	$355K	Buy	+4,465	New	+$350K	0.01%	684
2024 Q3	–	Sell	-4,413	Closed	-$236K	–	292
2024 Q2	$236K	Buy	4,413 +182	+4%	+$9.9K	0.07%	236
2024 Q1	$227K	Sell	4,231 -1,140	-21%	-$65.1K	0.08%	212
2023 Q4	$333K	Sell	5,371 -2,412	-31%	-$145K	0.13%	143
2023 Q3	$445K	Buy	7,783 +115	+1%	+$6.91K	0.08%	139
2023 Q2	$477K	Sell	7,668 -310	-4%	-$20.7K	0.09%	131
2023 Q1	$538K	Buy	7,978 +5	+0.1%	+$337	0.08%	115
2022 Q4	$559K	Buy	+7,973	New	+$530K	0.1%	97

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

Gateway Wealth Partners's XEL Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in Xcel Energy (XEL) in Q1 2026: 4,465 shares worth $355K. The stake represents 0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Gateway Wealth Partners previously reported a position in XEL as recently as Q2 2024.

Gateway Wealth Partners first reported a position in XEL in Q4 2022 and has held it in 8 quarters since. The position peaked at $559K in Q4 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Gateway Wealth Partners held 4,465 shares of Xcel Energy worth $355K as of Q1 2026.
Xcel Energy was a new Gateway Wealth Partners position in Q1 2026.
Xcel Energy made up 0.01% of Gateway Wealth Partners's portfolio in Q1 2026, its #684 holding.
Gateway Wealth Partners first reported a position in Xcel Energy in Q4 2022 and has held it in 8 quarters since.
Gateway Wealth Partners's Xcel Energy position peaked at $559K in Q4 2022.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

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