GeoWealth Management’s Xcel Energy XEL Stock Holding History

GeoWealth Management’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	$114K	Buy	1,418 +76	+6%	+$6.07K	﹤0.01%	826
2026 Q1	$107K	Buy	1,342 +57	+4%	+$4.47K	﹤0.01%	786
2025 Q4	$94.9K	Sell	1,285 -1,900	-60%	-$150K	﹤0.01%	719
2025 Q3	$257K	Buy	3,185 +145	+5%	+$10.5K	0.01%	630
2025 Q2	$207K	Buy	3,040 +299	+11%	+$20.7K	0.01%	648
2025 Q1	$194K	Buy	2,741 +147	+6%	+$10K	0.01%	667
2024 Q4	$175K	Sell	2,594 -778	-23%	-$52.2K	0.01%	811
2024 Q3	$220K	Buy	+3,372	New	+$200K	0.01%	690
2023 Q4	–	Sell	-12,123	Closed	-$694K	–	730
2023 Q3	$694K	Buy	+12,123	New	+$729K	0.08%	175

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

GeoWealth Management's XEL Position: Q2 2026 in Review

GeoWealth Management increased its Xcel Energy (XEL) stake by 5.7% in Q2 2026, buying an estimated $6.07K and bringing the position to 1,418 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

GeoWealth Management first reported a position in XEL in Q3 2023 and has held it in 9 quarters since. The position peaked at $694K in Q3 2023. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

GeoWealth Management held 1,418 shares of Xcel Energy worth $114K as of Q2 2026.
GeoWealth Management bought 76 Xcel Energy shares in Q2 2026, an estimated $6.07K.
Xcel Energy made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #826 holding.
GeoWealth Management first reported a position in Xcel Energy in Q3 2023 and has held it in 9 quarters since.
GeoWealth Management's Xcel Energy position peaked at $694K in Q3 2023.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.