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Kingswood Wealth Advisors’s Xcel Energy XEL Stock Holding History

Kingswood Wealth Advisors’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 		$333K Buy
+4,143
New +$331K 0.01% 737
2024
Q4 		– Sell
-6,130
Closed -$400K – 905
2024
Q3 		$400K Buy
6,130
+219
+4% +$13K 0.03% 516
2024
Q2 		$316K Buy
5,911
+336
+6% +$18.3K 0.03% 504
2024
Q1 		$300K Sell
5,575
-6,477
-54% -$370K 0.03% 481
2023
Q4 		$746K Buy
12,052
+842
+8% +$50.5K 0.08% 253
2023
Q3 		$641K Buy
+11,210
New +$674K 0.11% 202

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

Kingswood Wealth Advisors's XEL Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Xcel Energy (XEL) in Q2 2026: 4,143 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in XEL as recently as Q3 2024.

Kingswood Wealth Advisors first reported a position in XEL in Q3 2023 and has held it in 6 quarters since. The position peaked at $746K in Q4 2023. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Kingswood Wealth Advisors held 4,143 shares of Xcel Energy worth $333K as of Q2 2026.
  • Xcel Energy was a new Kingswood Wealth Advisors position in Q2 2026.
  • Xcel Energy made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #737 holding.
  • Kingswood Wealth Advisors first reported a position in Xcel Energy in Q3 2023 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's Xcel Energy position peaked at $746K in Q4 2023.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.