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Guardian Wealth Advisors (North Carolina)’s Xcel Energy XEL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2025
Q4 		– Sell
-2,545
Closed -$206K – 384
2025
Q3 		$206K Buy
+2,545
New +$184K 0.01% 344

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s XEL Position: Q4 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 2,545 shares — an estimated $206K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XEL in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 2,545 Xcel Energy shares in Q4 2025, an estimated $206K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Xcel Energy in Q3 2025 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Xcel Energy position peaked at $206K in Q3 2025.
  • 1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2025, filed 17 Feb 2026.