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Kestra Private Wealth Services’s Xcel Energy XEL Stock Holding History

Kestra Private Wealth 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 		$937K Sell
11,673
-754
-6% -$60.2K 0.01% 935
2026
Q1 		$987K Buy
12,427
+1,596
+15% +$125K 0.01% 846
2025
Q4 		$800K Buy
10,831
+2,055
+23% +$162K 0.01% 907
2025
Q3 		$708K Sell
8,776
-1,775
-17% -$128K 0.01% 932
2025
Q2 		$719K Buy
10,551
+935
+10% +$64.8K 0.01% 876
2025
Q1 		$681K Buy
9,616
+254
+3% +$17.3K 0.01% 827
2024
Q4 		$632K Buy
9,362
+1,040
+12% +$69.8K 0.01% 825
2024
Q3 		$543K Buy
8,322
+76
+0.9% +$4.51K 0.01% 840
2024
Q2 		$440K Sell
8,246
-578
-7% -$31.4K 0.01% 888
2024
Q1 		$474K Sell
8,824
-1,619
-16% -$92.4K 0.01% 818
2023
Q4 		$647K Buy
10,443
+2,850
+38% +$171K 0.02% 640
2023
Q3 		$434K Buy
7,593
+1,208
+19% +$72.6K 0.01% 718
2023
Q2 		$397K Buy
6,385
+933
+17% +$62.3K 0.01% 722
2023
Q1 		$368K Buy
5,452
+567
+12% +$38.3K 0.01% 702
2022
Q4 		$343K Buy
4,885
+61
+1% +$4.06K 0.02% 633
2022
Q3 		$309K Buy
4,824
+360
+8% +$26.2K 0.02% 640
2022
Q2 		$316K Sell
4,464
-1,379
-24% -$100K 0.02% 641
2022
Q1 		$422K Buy
5,843
+1,451
+33% +$99.7K 0.02% 633
2021
Q4 		$297K Buy
4,392
+305
+7% +$19.9K 0.01% 768
2021
Q3 		$255K Sell
4,087
-54
-1% -$3.65K 0.01% 774
2021
Q2 		$273K Buy
4,141
+5
+0.1% +$348 0.02% 710
2021
Q1 		$275K Buy
+4,136
New +$261K 0.02% 628
2020
Q4 		– Sell
-15,579
Closed -$1.07M – 787
2020
Q3 		$1.07M Buy
+15,579
New +$1.06M 0.09% 224

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 $3.38T AUM 44.17% 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 Private Wealth Services's XEL Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Xcel Energy (XEL) stake by 6.1% in Q2 2026, selling an estimated $60.2K and leaving 11,673 shares worth $937K. The position accounts for 0.01% of the portfolio, ranked #935.

Kestra Private Wealth Services first reported a position in XEL in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q3 2020. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Kestra Private Wealth Services held 11,673 shares of Xcel Energy worth $937K as of Q2 2026.
  • Kestra Private Wealth Services sold 754 Xcel Energy shares in Q2 2026, an estimated $60.2K.
  • Xcel Energy made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #935 holding.
  • Kestra Private Wealth Services first reported a position in Xcel Energy in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Xcel Energy position peaked at $1.07M in Q3 2020.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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