GC Wealth Management RIA’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$452K Sell
5,626
-50
-0.9% -$3.99K 0.03% 342
2026
Q1
$451K Buy
5,676
+34
+0.6% +$2.67K 0.02% 363
2025
Q4
$417K Sell
5,642
-6,599
-54% -$520K 0.02% 392
2025
Q3
$987K Buy
12,241
+8,679
+244% +$628K 0.03% 331
2025
Q2
$243K Buy
+3,562
New +$247K 0.02% 481

Other funds holding XEL

GC Wealth Management RIA's XEL Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Xcel Energy (XEL) stake by 0.88% in Q2 2026, selling an estimated $3.99K and leaving 5,626 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #342.

GC Wealth Management RIA first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $987K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • GC Wealth Management RIA held 5,626 shares of Xcel Energy worth $452K as of Q2 2026.
  • GC Wealth Management RIA sold 50 Xcel Energy shares in Q2 2026, an estimated $3.99K.
  • Xcel Energy made up 0.03% of GC Wealth Management RIA's portfolio in Q2 2026, its #342 holding.
  • GC Wealth Management RIA first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • GC Wealth Management RIA's Xcel Energy position peaked at $987K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.