Gilman Hill Asset Management’s Xcel Energy XEL Stock Holding History

Gilman Hill Asset 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	$221K	Hold	2,750	–	–	0.03%	216
2026 Q1	$218K	Hold	2,750	–	–	0.03%	209
2025 Q4	$203K	Hold	2,750	–	–	0.03%	218
2025 Q3	$222K	Buy	+2,750	New	+$199K	0.03%	211
2024 Q1	–	Sell	-4,500	Closed	-$279K	–	228
2023 Q4	$279K	Hold	4,500	–	–	0.05%	172
2023 Q3	$257K	Hold	4,500	–	–	0.05%	173
2023 Q2	$280K	Hold	4,500	–	–	0.05%	172
2023 Q1	$303K	Buy	4,500 +100	+2%	+$6.75K	0.06%	165
2022 Q4	$308K	Hold	4,400	–	–	0.06%	169
2022 Q3	$282K	Hold	4,400	–	–	0.07%	171
2022 Q2	$311K	Hold	4,400	–	–	0.07%	166
2022 Q1	$318K	Hold	4,400	–	–	0.07%	166
2021 Q4	$298K	Hold	4,400	–	–	0.07%	179
2021 Q3	$275K	Hold	4,400	–	–	0.07%	175
2021 Q2	$290K	Sell	4,400 -131	-3%	-$9.12K	0.07%	161
2021 Q1	$301K	Hold	4,531	–	–	0.08%	152
2020 Q4	$302K	Hold	4,531	–	–	0.1%	136
2020 Q3	$313K	Hold	4,531	–	–	0.12%	129
2020 Q2	$283K	Hold	4,531	–	–	0.11%	131
2020 Q1	$273K	Sell	4,531 -100	-2%	-$6.52K	0.13%	133
2019 Q4	$294K	Sell	4,631 -225	-5%	-$14.1K	0.1%	140
2019 Q3	$315K	Hold	4,856	–	–	0.1%	143
2019 Q2	$289K	Hold	4,856	–	–	0.1%	147
2019 Q1	$273K	Hold	4,856	–	–	0.1%	152
2018 Q4	$239K	Buy	+4,856	New	+$244K	0.1%	147

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

Gilman Hill Asset Management's XEL Position: Q2 2026 in Review

Gilman Hill Asset Management held its Xcel Energy (XEL) position steady in Q2 2026 at 2,750 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #216.

Gilman Hill Asset Management first reported a position in XEL in Q4 2018 and has held it in 25 quarters since. The position peaked at $318K in Q1 2022. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Gilman Hill Asset Management held 2,750 shares of Xcel Energy worth $221K as of Q2 2026.
Gilman Hill Asset Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.03% of Gilman Hill Asset Management's portfolio in Q2 2026, its #216 holding.
Gilman Hill Asset Management first reported a position in Xcel Energy in Q4 2018 and has held it in 25 quarters since.
Gilman Hill Asset Management's Xcel Energy position peaked at $318K in Q1 2022.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Gilman Hill Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.