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GoalVest Advisory’s Xcel Energy XEL Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-75
Closed -$5.54K – 554
2025
Q4 		$5.54K Hold
75
– – ﹤0.01% 467
2025
Q3 		$6.05K Hold
75
– – ﹤0.01% 354
2025
Q2 		$5.11K Buy
75
+72
+2,400% +$4.99K ﹤0.01% 327
2025
Q1 		$212 Buy
+3
New +$204 ﹤0.01% 443
2022
Q4 		– Sell
-63
Closed -$4K – 274
2022
Q3 		$4K Sell
63
-94
-60% -$6.84K ﹤0.01% 216
2022
Q2 		$11K Sell
157
-6,342
-98% -$461K 0.01% 250
2022
Q1 		$469K Buy
+6,499
New +$447K 0.26% 88
2021
Q2 		$584K Buy
8,864
+568
+7% +$39.5K 0.36% 78
2021
Q1 		$552K Buy
+8,296
New +$524K 0.41% 80

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GoalVest Advisory's XEL Position: Q1 2026 in Review

GoalVest Advisory sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 75 shares — an estimated $5.54K sold.

GoalVest Advisory first reported a position in XEL in Q1 2021 and held it in 9 quarters. The position peaked at $584K in Q2 2021. 1,274 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • GoalVest Advisory reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 75 Xcel Energy shares in Q1 2026, an estimated $5.54K.
  • GoalVest Advisory first reported a position in Xcel Energy in Q1 2021 and held it in 9 quarters.
  • GoalVest Advisory's Xcel Energy position peaked at $584K in Q2 2021.
  • 1,274 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.