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 Q2	–	Sell	-4,465	Closed	-$355K	–	957
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Gateway Wealth Partners's XEL Position: Q2 2026 in Review

Gateway Wealth Partners sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 4,465 shares — an estimated $355K sold.

Gateway Wealth Partners first reported a position in XEL in Q4 2022 and held it in 8 quarters. The position peaked at $559K in Q4 2022. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Gateway Wealth Partners reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 4,465 Xcel Energy shares in Q2 2026, an estimated $355K.
Gateway Wealth Partners first reported a position in Xcel Energy in Q4 2022 and held it in 8 quarters.
Gateway Wealth Partners's Xcel Energy position peaked at $559K in Q4 2022.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.