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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
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 		$5.39M 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 $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

Kestra Advisory Services's XEL Position: Q2 2026 in Review

Kestra Advisory Services reduced its Xcel Energy (XEL) stake by 3% in Q2 2026, selling an estimated $155K and leaving 62,175 shares worth $4.99M. The position accounts for 0.02% of the portfolio, ranked #849.

Kestra Advisory Services first reported a position in XEL in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.39M in Q3 2022. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Kestra Advisory Services held 62,175 shares of Xcel Energy worth $4.99M as of Q2 2026.
  • Kestra Advisory Services sold 1,947 Xcel Energy shares in Q2 2026, an estimated $155K.
  • Xcel Energy made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #849 holding.
  • Kestra Advisory Services first reported a position in Xcel Energy in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Xcel Energy position peaked at $5.39M in Q3 2022.
  • 1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.