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Godfrey Financial Associates’s Xcel Energy XEL Stock Holding History

Godfrey Financial 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 		$11.5K Hold
143
– – 0.01% 424
2026
Q1 		$11.4K Sell
143
-1
-0.7% -$78 0.01% 408
2025
Q4 		$10.6K Buy
+144
New +$11.4K 0.01% 405

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 $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Godfrey Financial Associates's XEL Position: Q2 2026 in Review

Godfrey Financial Associates held its Xcel Energy (XEL) position steady in Q2 2026 at 143 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #424.

Godfrey Financial Associates first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Godfrey Financial Associates held 143 shares of Xcel Energy worth $11.5K as of Q2 2026.
  • Godfrey Financial Associates left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #424 holding.
  • Godfrey Financial Associates first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.