KRSITF
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Kentucky Retirement Systems Insurance Trust Fund’s Xcel Energy XEL Stock Holding History

Kentucky Retirement Systems Insurance Trust Fund’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
Q1 		$1.24M Hold
15,575
– – 0.08% 218
2025
Q4 		$1.15M Hold
15,575
– – 0.07% 231
2025
Q3 		$1.26M Sell
15,575
-56
-0.4% -$4.05K 0.08% 216
2025
Q2 		$1.06M Sell
15,631
-1,084
-6% -$75.2K 0.07% 248
2025
Q1 		$1.18M Sell
16,715
-908
-5% -$61.8K 0.08% 230
2024
Q4 		$492K Buy
17,623
+1,117
+7% +$74.9K 0.08% 286
2024
Q3 		$1.08M Sell
16,506
-1,416
-8% -$84K 0.07% 249
2024
Q2 		$957K Sell
17,922
-288
-2% -$15.7K 0.06% 274
2024
Q1 		$979K Sell
18,210
-1,449
-7% -$82.7K 0.07% 275
2023
Q4 		$1.22M Buy
19,659
+542
+3% +$32.5K 0.09% 239
2023
Q3 		$1.09M Sell
19,117
-639
-3% -$38.4K 0.09% 242
2023
Q2 		$1.23M Buy
19,756
+284
+1% +$19K 0.09% 223
2023
Q1 		$1.31M Sell
19,472
-130
-0.7% -$8.77K 0.11% 202
2022
Q4 		$1.37M Hold
19,602
– – 0.12% 192
2022
Q3 		$1.25M Buy
19,602
+994
+5% +$72.4K 0.12% 187
2022
Q2 		$1.32M Buy
18,608
+2,708
+17% +$197K 0.12% 175
2022
Q1 		$1.15M Buy
15,900
+1,741
+12% +$120K 0.1% 204
2021
Q4 		$959K Sell
14,159
-480
-3% -$31.3K 0.09% 229
2021
Q3 		$915K Buy
14,639
+631
+5% +$42.6K 0.1% 217
2021
Q2 		$923K Sell
14,008
-741
-5% -$51.6K 0.1% 216
2021
Q1 		$981K Buy
14,749
+240
+2% +$15.2K 0.11% 204
2020
Q4 		$967K Buy
14,509
+738
+5% +$51.4K 0.11% 188
2020
Q3 		$950K Buy
13,771
+858
+7% +$58.5K 0.13% 152
2020
Q2 		$807K Sell
12,913
-2,983
-19% -$188K 0.13% 158
2020
Q1 		$959K Buy
15,896
+3,475
+28% +$226K 0.15% 152
2019
Q4 		$789K Buy
12,421
+50
+0.4% +$3.13K 0.13% 176
2019
Q3 		$803K Buy
12,371
+1,638
+15% +$102K 0.14% 171
2019
Q2 		$639K Buy
10,733
+510
+5% +$29.3K 0.13% 184
2019
Q1 		$575K Buy
10,223
+55
+0.5% +$2.93K 0.13% 187
2018
Q4 		$501K Buy
10,168
+551
+6% +$27.6K 0.13% 186
2018
Q3 		$454K Buy
9,617
+34
+0.4% +$1.6K 0.1% 220
2018
Q2 		$438K Sell
9,583
-2,048
-18% -$91.7K 0.1% 219
2018
Q1 		$529K Sell
11,631
-1,854
-14% -$82.6K 0.1% 221
2017
Q4 		$649K Buy
13,485
+59
+0.4% +$2.93K 0.11% 217
2017
Q3 		$635K Sell
13,426
-480
-3% -$23K 0.11% 214
2017
Q2 		$638K Buy
13,906
+191
+1% +$8.79K 0.11% 220
2017
Q1 		$610K Sell
13,715
-2,730
-17% -$116K 0.11% 221
2016
Q4 		$669K Buy
16,445
+7
+0% +$280 0.11% 226
2016
Q3 		$676K Sell
16,438
-4,072
-20% -$174K 0.11% 229
2016
Q2 		$918K Sell
20,510
-2,457
-11% -$102K 0.13% 197
2016
Q1 		$960K Buy
22,967
+3,959
+21% +$154K 0.12% 208
2015
Q4 		$683K Buy
19,008
+2,061
+12% +$73.6K 0.1% 234
2015
Q3 		$600K Buy
16,947
+411
+2% +$14K 0.11% 223
2015
Q2 		$532K Buy
16,536
+269
+2% +$9.05K 0.09% 263
2015
Q1 		$566K Sell
16,267
-1,703
-9% -$60.9K 0.1% 257
2014
Q4 		$645K Buy
17,970
+347
+2% +$11.7K 0.1% 247
2014
Q3 		$492K Sell
17,623
-52
-0.3% -$1.63K 0.08% 286
2014
Q2 		$570K Buy
17,675
+496
+3% +$15.4K 0.09% 256
2014
Q1 		$522K Sell
17,179
-444
-3% -$12.9K 0.09% 267
2013
Q4 		$492K Sell
17,623
-104
-0.6% -$2.94K 0.08% 286
2013
Q3 		$489K Buy
+17,727
New +$507K 0.09% 272

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.61T AUM 30.72% 1-Year Est. Return

Kentucky Retirement Systems Insurance Trust Fund's XEL Position: Q1 2026 in Review

Kentucky Retirement Systems Insurance Trust Fund held its Xcel Energy (XEL) position steady in Q1 2026 at 15,575 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #218.

Kentucky Retirement Systems Insurance Trust Fund first reported a position in XEL in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.37M in Q4 2022. 1,266 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Kentucky Retirement Systems Insurance Trust Fund held 15,575 shares of Xcel Energy worth $1.24M as of Q1 2026.
  • Kentucky Retirement Systems Insurance Trust Fund left its Xcel Energy share count unchanged in Q1 2026.
  • Xcel Energy made up 0.08% of Kentucky Retirement Systems Insurance Trust Fund's portfolio in Q1 2026, its #218 holding.
  • Kentucky Retirement Systems Insurance Trust Fund first reported a position in Xcel Energy in Q3 2013 and has held it in 51 quarters since.
  • Kentucky Retirement Systems Insurance Trust Fund's Xcel Energy position peaked at $1.37M in Q4 2022.
  • 1,266 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Kentucky Retirement Systems Insurance Trust Fund's 13F filing for Q1 2026, filed 19 May 2026.