GHP Investment Advisors’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 | $246K | Buy |
3,069
+112
| +4% | +$8.94K | 0.01% | 381 |
|
|
2026
Q1 | $235K | Buy |
2,957
+41
| +1% | +$3.22K | 0.01% | 375 |
|
|
2025
Q4 | $215K | Buy |
2,916
+12
| +0.4% | +$946 | 0.01% | 385 |
|
|
2025
Q3 | $234K | Buy |
2,904
+13
| +0.4% | +$940 | 0.01% | 365 |
|
|
2025
Q2 | $197K | Buy |
2,891
+14
| +0.5% | +$971 | 0.01% | 379 |
|
|
2025
Q1 | $204K | Sell |
2,877
-37
| -1% | -$2.52K | 0.01% | 374 |
|
|
2024
Q4 | $197K | Sell |
2,914
-579
| -17% | -$38.8K | 0.01% | 375 |
|
|
2024
Q3 | $228K | Sell |
3,493
-57
| -2% | -$3.38K | 0.01% | 374 |
|
|
2024
Q2 | $190K | Sell |
3,550
-1,259
| -26% | -$68.5K | 0.01% | 373 |
|
|
2024
Q1 | $258K | Buy |
4,809
+1,528
| +47% | +$87.3K | 0.01% | 356 |
|
|
2023
Q4 | $203K | Sell |
3,281
-502
| -13% | -$30.1K | 0.01% | 374 |
|
|
2023
Q3 | $223K | Buy |
3,783
+641
| +20% | +$38.5K | 0.01% | 361 |
|
|
2023
Q2 | $188K | Buy |
3,142
+32
| +1% | +$2.14K | 0.01% | 380 |
|
|
2023
Q1 | $210K | Sell |
3,110
-21
| -0.7% | -$1.42K | 0.01% | 365 |
|
|
2022
Q4 | $219K | Buy |
3,131
+788
| +34% | +$52.4K | 0.01% | 361 |
|
|
2022
Q3 | $150K | Sell |
2,343
-192
| -8% | -$14K | 0.01% | 382 |
|
|
2022
Q2 | $179K | Sell |
2,535
-14
| -0.5% | -$1.02K | 0.01% | 361 |
|
|
2022
Q1 | $184K | Buy |
+2,549
| New | +$175K | 0.01% | 369 |
|
|
2021
Q3 | – | Sell |
-3,050
| Closed | -$201K | – | 308 |
|
|
2021
Q2 | $201K | Buy |
3,050
+13
| +0.4% | +$905 | 0.02% | 294 |
|
|
2021
Q1 | $202K | Sell |
3,037
-146
| -5% | -$9.23K | 0.02% | 290 |
|
|
2020
Q4 | $212K | Sell |
3,183
-88
| -3% | -$6.13K | 0.02% | 273 |
|
|
2020
Q3 | $226K | Buy |
+3,271
| New | +$223K | 0.03% | 256 |
|
|
2020
Q1 | – | Sell |
-4,728
| Closed | -$300K | – | 303 |
|
|
2019
Q4 | $300K | Buy |
4,728
+13
| +0.3% | +$813 | 0.03% | 268 |
|
|
2019
Q3 | $306K | Sell |
4,715
-1,584
| -25% | -$98.7K | 0.04% | 264 |
|
|
2019
Q2 | $375K | Buy |
6,299
+15
| +0.2% | +$862 | 0.05% | 251 |
|
|
2019
Q1 | $353K | Buy |
+6,284
| New | +$334K | 0.05% | 260 |
|
|
2018
Q2 | – | Sell |
-4,536
| Closed | -$206K | – | 304 |
|
|
2018
Q1 | $206K | Buy |
4,536
+177
| +4% | +$7.89K | 0.03% | 289 |
|
|
2017
Q4 | $210K | Sell |
4,359
-373
| -8% | -$18.5K | 0.03% | 291 |
|
|
2017
Q3 | $224K | Sell |
4,732
-4,790
| -50% | -$230K | 0.03% | 277 |
|
|
2017
Q2 | $437K | Buy |
9,522
+3,351
| +54% | +$154K | 0.07% | 237 |
|
|
2017
Q1 | $274K | Buy |
6,171
+1,254
| +26% | +$53.1K | 0.05% | 261 |
|
|
2016
Q4 | $200K | Sell |
4,917
-175
| -3% | -$7K | 0.04% | 281 |
|
|
2016
Q3 | $209K | Buy |
5,092
+30
| +0.6% | +$1.28K | 0.04% | 269 |
|
|
2016
Q2 | $227K | Sell |
5,062
-334
| -6% | -$13.8K | 0.05% | 263 |
|
|
2016
Q1 | $226K | Buy |
+5,396
| New | +$210K | 0.05% | 259 |
|
Other funds holding XEL
GHP Investment Advisors's XEL Position: Q2 2026 in Review
GHP Investment Advisors increased its Xcel Energy (XEL) stake by 3.8% in Q2 2026, buying an estimated $8.94K and bringing the position to 3,069 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #381.
GHP Investment Advisors first reported a position in XEL in Q1 2016 and has held it in 35 quarters since. The position peaked at $437K in Q2 2017. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- GHP Investment Advisors held 3,069 shares of Xcel Energy worth $246K as of Q2 2026.
- GHP Investment Advisors bought 112 Xcel Energy shares in Q2 2026, an estimated $8.94K.
- Xcel Energy made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #381 holding.
- GHP Investment Advisors first reported a position in Xcel Energy in Q1 2016 and has held it in 35 quarters since.
- GHP Investment Advisors's Xcel Energy position peaked at $437K in Q2 2017.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.