Golden State Wealth Management’s Xcel Energy XEL Stock Holding History

Golden State Wealth Management’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	$163K	Buy	2,027 +312	+18%	+$24.9K	0.01%	451
2026 Q1	$136K	Sell	1,715 -108	-6%	-$8.47K	0.01%	443
2025 Q4	$135K	Hold	1,823	–	–	0.01%	455
2025 Q3	$147K	Hold	1,823	–	–	0.02%	432
2025 Q2	$124K	Sell	1,823 -48	-3%	-$3.33K	0.02%	438
2025 Q1	$132K	Hold	1,871	–	–	0.02%	392
2024 Q4	$126K	Buy	+1,871	New	+$125K	0.02%	392
2020 Q4	–	Sell	-1,971	Closed	-$136K	–	427
2020 Q3	$136K	Buy	+1,971	New	+$134K	0.05%	234
2020 Q2	–	Sell	-1,971	Closed	-$119K	–	934
2020 Q1	$119K	Buy	+1,971	New	+$128K	0.05%	228
2019 Q4	–	Sell	-550	Closed	-$36K	–	981
2019 Q3	$36K	Hold	550	–	–	0.01%	504
2019 Q2	$32K	Hold	550	–	–	0.01%	543
2019 Q1	$31K	Buy	+550	New	+$29.3K	0.01%	543

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 $3.37T AUM 44.26% 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

Golden State Wealth Management's XEL Position: Q2 2026 in Review

Golden State Wealth Management increased its Xcel Energy (XEL) stake by 18% in Q2 2026, buying an estimated $24.9K and bringing the position to 2,027 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #451.

Golden State Wealth Management first reported a position in XEL in Q1 2019 and has held it in 12 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Golden State Wealth Management held 2,027 shares of Xcel Energy worth $163K as of Q2 2026.
Golden State Wealth Management bought 312 Xcel Energy shares in Q2 2026, an estimated $24.9K.
Xcel Energy made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #451 holding.
Golden State Wealth Management first reported a position in Xcel Energy in Q1 2019 and has held it in 12 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.