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Keystone Financial Group (Kentucky)’s Xcel Energy XEL Stock Holding History

Keystone Financial Group (Kentucky)’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 		$216K Sell
2,689
-832
-24% -$66.4K 0.01% 512
2026
Q1 		$280K Buy
+3,521
New +$276K 0.02% 411

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

Keystone Financial Group (Kentucky)'s XEL Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Xcel Energy (XEL) stake by 24% in Q2 2026, selling an estimated $66.4K and leaving 2,689 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #512.

Keystone Financial Group (Kentucky) first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $280K in Q1 2026. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 2,689 shares of Xcel Energy worth $216K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 832 Xcel Energy shares in Q2 2026, an estimated $66.4K.
  • Xcel Energy made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #512 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • Keystone Financial Group (Kentucky)'s Xcel Energy position peaked at $280K in Q1 2026.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.