GWN Securities’s Xcel Energy XEL Stock Holding History

GWN Securities’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 Q2	–	Sell	-3,635	Closed	-$250K	–	733
2025 Q1	$250K	Buy	+3,635	New	+$247K	0.01%	627

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

GWN Securities's XEL Position: Q2 2025 in Review

GWN Securities sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 3,635 shares — an estimated $250K sold.

GWN Securities first reported a position in XEL in Q1 2025 and held it in 1 quarter. The position peaked at $250K in Q1 2025. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

GWN Securities reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 3,635 Xcel Energy shares in Q2 2025, an estimated $250K.
GWN Securities first reported a position in Xcel Energy in Q1 2025 and held it in 1 quarter.
GWN Securities's Xcel Energy position peaked at $250K in Q1 2025.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.