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 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	–	892
2024 Q3	$175K	Buy	+2,673	New	+$159K	0.09%	203
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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Equity Partners's XEL Position: Q1 2026 in Review

Golden State Equity Partners increased its Xcel Energy (XEL) stake by 11% in Q1 2026, buying an estimated $24.2K and bringing the position to 3,052 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #611.

Golden State Equity Partners first reported a position in XEL in Q1 2023 and has held it in 7 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Golden State Equity Partners held 3,052 shares of Xcel Energy worth $243K as of Q1 2026.
Golden State Equity Partners bought 309 Xcel Energy shares in Q1 2026, an estimated $24.2K.
Xcel Energy made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #611 holding.
Golden State Equity Partners first reported a position in Xcel Energy in Q1 2023 and has held it in 7 quarters since.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.