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Kestra Investment Management’s Xcel Energy XEL Stock Holding History

Kestra 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 		$292K Sell
3,639
-1,602
-31% -$128K 0.01% 424
2026
Q1 		$416K Buy
5,241
+63
+1% +$4.94K 0.01% 310
2025
Q4 		$382K Sell
5,178
-242
-4% -$19.1K 0.01% 319
2025
Q3 		$437K Sell
5,420
-6,258
-54% -$453K 0.01% 299
2025
Q2 		$812K Buy
11,678
+5,403
+86% +$375K 0.01% 308
2025
Q1 		$444K Buy
6,275
+3,009
+92% +$205K 0.01% 280
2024
Q4 		$221K Buy
+3,266
New +$219K 0.01% 338

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 Investment Management's XEL Position: Q2 2026 in Review

Kestra Investment Management reduced its Xcel Energy (XEL) stake by 31% in Q2 2026, selling an estimated $128K and leaving 3,639 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #424.

Kestra Investment Management first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $812K in Q2 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Kestra Investment Management held 3,639 shares of Xcel Energy worth $292K as of Q2 2026.
  • Kestra Investment Management sold 1,602 Xcel Energy shares in Q2 2026, an estimated $128K.
  • Xcel Energy made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #424 holding.
  • Kestra Investment Management first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Xcel Energy position peaked at $812K in Q2 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.