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Kingsview Wealth Management’s Xcel Energy XEL Stock Holding History

Kingsview Wealth 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 		$798K Sell
9,939
-153
-2% -$12.2K 0.01% 812
2026
Q1 		$802K Buy
10,092
+512
+5% +$40.2K 0.01% 744
2025
Q4 		$708K Buy
9,580
+241
+3% +$19K 0.01% 736
2025
Q3 		$753K Buy
9,339
+1,622
+21% +$117K 0.01% 681
2025
Q2 		$525K Buy
7,717
+821
+12% +$56.9K 0.01% 751
2025
Q1 		$488K Sell
6,896
-1,792
-21% -$122K 0.01% 730
2024
Q4 		$587K Sell
8,688
-595
-6% -$39.9K 0.01% 691
2024
Q3 		$606K Buy
9,283
+667
+8% +$39.6K 0.01% 653
2024
Q2 		$460K Sell
8,616
-2,145
-20% -$117K 0.01% 710
2024
Q1 		$578K Sell
10,761
-259
-2% -$14.8K 0.01% 629
2023
Q4 		$682K Sell
11,020
-2,441
-18% -$146K 0.02% 569
2023
Q3 		$770K Buy
13,461
+7,421
+123% +$446K 0.03% 503
2023
Q2 		$375K Buy
6,040
+1,087
+22% +$72.6K 0.01% 668
2023
Q1 		$334K Buy
4,953
+361
+8% +$24.4K 0.01% 675
2022
Q4 		$322K Sell
4,592
-879
-16% -$58.5K 0.01% 645
2022
Q3 		$350K Buy
5,471
+514
+10% +$37.4K 0.02% 597
2022
Q2 		$351K Sell
4,957
-28
-0.6% -$2.04K 0.02% 614
2022
Q1 		$360K Sell
4,985
-95
-2% -$6.53K 0.02% 651
2021
Q4 		$344K Sell
5,080
-217
-4% -$14.1K 0.01% 678
2021
Q3 		$331K Sell
5,297
-274
-5% -$18.5K 0.02% 657
2021
Q2 		$373K Buy
5,571
+645
+13% +$44.9K 0.02% 641
2021
Q1 		$329K Sell
4,926
-762
-13% -$48.2K 0.02% 611
2020
Q4 		$379K Buy
5,688
+107
+2% +$7.46K 0.03% 508
2020
Q3 		$385K Buy
5,581
+747
+15% +$51K 0.03% 426
2020
Q2 		$302K Sell
4,834
-108
-2% -$6.81K 0.03% 436
2020
Q1 		$298K Buy
4,942
+570
+13% +$37.1K 0.04% 363
2019
Q4 		$278K Buy
4,372
+740
+20% +$46.3K 0.03% 380
2019
Q3 		$236K Buy
+3,632
New +$226K 0.04% 381
2019
Q2 		– Sell
-4,634
Closed -$261K – 531
2019
Q1 		$261K Buy
+4,634
New +$246K 0.04% 384

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

Kingsview Wealth Management's XEL Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Xcel Energy (XEL) stake by 1.5% in Q2 2026, selling an estimated $12.2K and leaving 9,939 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #812.

Kingsview Wealth Management first reported a position in XEL in Q1 2019 and has held it in 29 quarters since. The position peaked at $802K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Kingsview Wealth Management held 9,939 shares of Xcel Energy worth $798K as of Q2 2026.
  • Kingsview Wealth Management sold 153 Xcel Energy shares in Q2 2026, an estimated $12.2K.
  • Xcel Energy made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #812 holding.
  • Kingsview Wealth Management first reported a position in Xcel Energy in Q1 2019 and has held it in 29 quarters since.
  • Kingsview Wealth Management's Xcel Energy position peaked at $802K in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.