Kestra Advisory Services
XEL icon

Kestra Advisory Services’s Xcel Energy XEL Stock Holding History

Kestra Advisory Services’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
Q3 		$4.32M Sell
61,297
-878
-1% -$67.6K 0.01% 981
2026
Q2 		$4.99M Sell
62,175
-1,947
-3% -$155K 0.02% 849
2026
Q1 		$5.09M Sell
64,122
-41
-0.1% -$3.22K 0.02% 779
2025
Q4 		$4.74M Buy
64,163
+9,907
+18% +$781K 0.02% 765
2025
Q3 		$4.38M Buy
54,256
+709
+1% +$51.3K 0.02% 756
2025
Q2 		$3.65M Buy
53,547
+5,848
+12% +$406K 0.02% 781
2025
Q1 		$3.38M Sell
47,699
-2,221
-4% -$151K 0.02% 746
2024
Q4 		$3.37M Buy
49,920
+1,653
+3% +$111K 0.02% 749
2024
Q3 		$3.15M Sell
48,267
-2,178
-4% -$129K 0.02% 745
2024
Q2 		$2.69M Buy
50,445
+3,454
+7% +$188K 0.02% 820
2024
Q1 		$2.53M Sell
46,991
-25,213
-35% -$1.44M 0.02% 776
2023
Q4 		$4.47M Buy
72,204
+1,003
+1% +$60.2K 0.04% 496
2023
Q3 		$4.07M Buy
71,201
+26,588
+60% +$1.6M 0.04% 453
2023
Q2 		$2.77M Sell
44,613
-3,156
-7% -$211K 0.03% 562
2023
Q1 		$3.22M Sell
47,769
-1,611
-3% -$109K 0.03% 488
2022
Q4 		$3.46M Sell
49,380
-34,921
-41% -$2.32M 0.03% 545
2022
Q3 		$5.4M Buy
84,301
+37,350
+80% +$2.72M 0.06% 357
2022
Q2 		$3.32M Sell
46,951
-7,442
-14% -$541K 0.03% 481
2022
Q1 		$3.93M Buy
54,393
+3,766
+7% +$259K 0.04% 438
2021
Q4 		$3.43M Buy
50,627
+1,471
+3% +$95.9K 0.03% 487
2021
Q3 		$3.07M Buy
49,156
+294
+0.6% +$19.9K 0.03% 553
2021
Q2 		$3.22M Sell
48,862
-544
-1% -$37.9K 0.04% 492
2021
Q1 		$3.29M Sell
49,406
-27,176
-35% -$1.72M 0.04% 441
2020
Q4 		$5.03M Buy
76,582
+37,200
+94% +$2.59M 0.06% 331
2020
Q3 		$2.72M Buy
+39,382
New +$2.69M 0.05% 356

Other funds holding XEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Kestra Advisory Services's XEL Position: Q3 2026 in Review

Kestra Advisory Services reduced its Xcel Energy (XEL) stake by 1.4% in Q3 2026, selling an estimated $67.6K and leaving 61,297 shares worth $4.32M. The position accounts for 0.01% of the portfolio, ranked #981.

Kestra Advisory Services first reported a position in XEL in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.4M in Q3 2022. 695 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Kestra Advisory Services held 61,297 shares of Xcel Energy worth $4.32M as of Q3 2026.
  • Kestra Advisory Services sold 878 Xcel Energy shares in Q3 2026, an estimated $67.6K.
  • Xcel Energy made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #981 holding.
  • Kestra Advisory Services first reported a position in Xcel Energy in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Xcel Energy position peaked at $5.4M in Q3 2022.
  • 695 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.