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Independence Bank of Kentucky’s Xcel Energy XEL Stock Holding History

Independence Bank of Kentucky’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 		$4.01K Hold
50
– – ﹤0.01% 542
2026
Q1 		$3.97K Hold
50
– – ﹤0.01% 570
2025
Q4 		$3.69K Sell
50
-25
-33% -$1.97K ﹤0.01% 601
2025
Q3 		$6.05K Hold
75
– – ﹤0.01% 569
2025
Q2 		$5.11K Sell
75
-15
-17% -$1.04K ﹤0.01% 563
2025
Q1 		$6.37K Hold
90
– – ﹤0.01% 549
2024
Q4 		$6.08K Buy
+90
New +$6.04K ﹤0.01% 553

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 $3.38T AUM 44.17% 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

Independence Bank of Kentucky's XEL Position: Q2 2026 in Review

Independence Bank of Kentucky held its Xcel Energy (XEL) position steady in Q2 2026 at 50 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Independence Bank of Kentucky first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.37K in Q1 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Independence Bank of Kentucky held 50 shares of Xcel Energy worth $4.01K as of Q2 2026.
  • Independence Bank of Kentucky left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #542 holding.
  • Independence Bank of Kentucky first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Independence Bank of Kentucky's Xcel Energy position peaked at $6.37K in Q1 2025.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.