GSEP
XEL icon

Golden State Equity Partners’s Xcel Energy XEL Stock Holding History

Golden State Equity Partners’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
-3,052
Closed -$243K – 1767
2026
Q1 		$243K Buy
3,052
+309
+11% +$24.2K 0.02% 611
2025
Q4 		$203K Buy
2,743
+129
+5% +$10.2K 0.03% 479
2025
Q3 		$211K Buy
+2,614
New +$189K 0.04% 419
2024
Q4 		– Sell
-2,673
Closed -$175K – 899
2024
Q3 		$175K Buy
+2,673
New +$159K 0.03% 413
2023
Q4 		$220K Buy
+3,551
New +$213K 0.05% 331
2023
Q3 		– Sell
-3,447
Closed -$214K – 360
2023
Q2 		$214K Buy
3,447
+211
+7% +$14.1K 0.06% 339
2023
Q1 		$218K Buy
+3,236
New +$218K 0.12% 191

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
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

Golden State Equity Partners's XEL Position: Q2 2026 in Review

Golden State Equity Partners sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 3,052 shares — an estimated $243K sold.

Golden State Equity Partners first reported a position in XEL in Q1 2023 and held it in 7 quarters. The position peaked at $243K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Golden State Equity Partners reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 3,052 Xcel Energy shares in Q2 2026, an estimated $243K.
  • Golden State Equity Partners first reported a position in Xcel Energy in Q1 2023 and held it in 7 quarters.
  • Golden State Equity Partners's Xcel Energy position peaked at $243K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.