KAS
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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
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 		$5.39M 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

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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's XEL Position: Q1 2026 in Review

Kestra Advisory Services reduced its Xcel Energy (XEL) stake by 0.06% in Q1 2026, selling an estimated $3.22K and leaving 64,122 shares worth $5.09M. The position accounts for 0.02% of the portfolio, ranked #779.

Kestra Advisory Services first reported a position in XEL in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.39M in Q3 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Kestra Advisory Services held 64,122 shares of Xcel Energy worth $5.09M as of Q1 2026.
  • Kestra Advisory Services sold 41 Xcel Energy shares in Q1 2026, an estimated $3.22K.
  • Xcel Energy made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #779 holding.
  • Kestra Advisory Services first reported a position in Xcel Energy in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Xcel Energy position peaked at $5.39M in Q3 2022.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.