Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Xcel Energy XEL Stock Holding History

Kayne Anderson Rudnick Investment 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 		$182K Buy
2,269
+28
+1% +$2.23K ﹤0.01% 545
2026
Q1 		$178K Hold
2,241
– – ﹤0.01% 510
2025
Q4 		$166K Hold
2,241
– – ﹤0.01% 519
2025
Q3 		$181K Sell
2,241
-10
-0.4% -$723 ﹤0.01% 511
2025
Q2 		$153K Buy
2,251
+15
+0.7% +$1.04K ﹤0.01% 524
2025
Q1 		$158K Sell
2,236
-25
-1% -$1.7K ﹤0.01% 503
2024
Q4 		$153K Hold
2,261
– – ﹤0.01% 474
2024
Q3 		$148K Hold
2,261
– – ﹤0.01% 470
2024
Q2 		$121K Hold
2,261
– – ﹤0.01% 486
2024
Q1 		$122K Sell
2,261
-1
-0% -$57 ﹤0.01% 492
2023
Q4 		$140K Buy
2,262
+2,261
+226,100% +$136K ﹤0.01% 459
2023
Q3 		$57 Hold
1
– – ﹤0.01% 866
2023
Q2 		$62 Hold
1
– – ﹤0.01% 862
2023
Q1 		$67 Buy
+1
New +$67 ﹤0.01% 762
2022
Q1 		– Sell
-8
Closed -$1K – 727
2021
Q4 		$1K Buy
+8
New +$522 ﹤0.01% 633

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 $3.37T AUM 44.26% 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

Kayne Anderson Rudnick Investment Management's XEL Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Xcel Energy (XEL) stake by 1.2% in Q2 2026, buying an estimated $2.23K and bringing the position to 2,269 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Kayne Anderson Rudnick Investment Management first reported a position in XEL in Q4 2021 and has held it in 15 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 2,269 shares of Xcel Energy worth $182K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 28 Xcel Energy shares in Q2 2026, an estimated $2.23K.
  • Xcel Energy made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #545 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Xcel Energy in Q4 2021 and has held it in 15 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.