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Key Financial Inc’s Xcel Energy XEL Stock Holding History

Key Financial Inc’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 		$5.78K Buy
72
+43
+148% +$3.43K ﹤0.01% 984
2026
Q1 		$2.3K Hold
29
– – ﹤0.01% 1157
2025
Q4 		$2.14K Hold
29
– – ﹤0.01% 1163
2025
Q3 		$2.33K Hold
29
– – ﹤0.01% 1170
2025
Q2 		$1.98K Hold
29
– – ﹤0.01% 1186
2025
Q1 		$2.05K Hold
29
– – ﹤0.01% 1143
2024
Q4 		$1.96K Hold
29
– – ﹤0.01% 1154
2024
Q3 		$1.89K Hold
29
– – ﹤0.01% 1117
2024
Q2 		$1.55K Buy
29
+9
+45% +$490 ﹤0.01% 1135
2024
Q1 		$1.07K Hold
20
– – ﹤0.01% 1177
2023
Q4 		$1.24K Hold
20
– – ﹤0.01% 1154
2023
Q3 		$1.14K Sell
20
-69
-78% -$4.15K ﹤0.01% 1173
2023
Q2 		$5.53K Buy
+89
New +$5.94K ﹤0.01% 903

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

Key Financial Inc's XEL Position: Q2 2026 in Review

Key Financial Inc increased its Xcel Energy (XEL) stake by 148% in Q2 2026, buying an estimated $3.43K and bringing the position to 72 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Key Financial Inc first reported a position in XEL in Q2 2023 and has held it in 13 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Key Financial Inc held 72 shares of Xcel Energy worth $5.78K as of Q2 2026.
  • Key Financial Inc bought 43 Xcel Energy shares in Q2 2026, an estimated $3.43K.
  • Xcel Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #984 holding.
  • Key Financial Inc first reported a position in Xcel Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.