Global Wealth Strategies & Associates’s Xcel Energy XEL Stock Holding History

Global Wealth Strategies & Associates’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	-228	Closed	-$18.1K	–	485
2026 Q1	$18.1K	Hold	228	–	–	﹤0.01%	258
2025 Q4	$16.8K	Hold	228	–	–	﹤0.01%	255
2025 Q3	$18.4K	Hold	228	–	–	﹤0.01%	231
2025 Q2	$15.5K	Hold	228	–	–	﹤0.01%	187
2025 Q1	$16.1K	Hold	228	–	–	﹤0.01%	200
2024 Q4	$15.4K	Hold	228	–	–	﹤0.01%	187
2024 Q3	$14.9K	Hold	228	–	–	﹤0.01%	162
2024 Q2	$12.2K	Hold	228	–	–	﹤0.01%	161
2024 Q1	$12.3K	Hold	228	–	–	﹤0.01%	167
2023 Q4	$14.1K	Hold	228	–	–	0.01%	143
2023 Q3	$13K	Hold	228	–	–	0.01%	142
2023 Q2	$14.2K	Hold	228	–	–	0.01%	138
2023 Q1	$15.4K	Hold	228	–	–	0.01%	130
2022 Q4	$16K	Buy	+228	New	+$15.2K	0.01%	118

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

Global Wealth Strategies & Associates's XEL Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 228 shares — an estimated $18.1K sold.

Global Wealth Strategies & Associates first reported a position in XEL in Q4 2022 and held it in 14 quarters. The position peaked at $18.4K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 228 Xcel Energy shares in Q2 2026, an estimated $18.1K.
Global Wealth Strategies & Associates first reported a position in Xcel Energy in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Xcel Energy position peaked at $18.4K in Q3 2025.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.