Krilogy Financial’s Xcel Energy XEL Stock Holding History

Krilogy Financial’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	$459K	Buy	5,713 +795	+16%	+$63.5K	0.01%	671
2026 Q1	$399K	Buy	4,918 +69	+1%	+$5.41K	0.01%	652
2025 Q4	$367K	Buy	4,849 +968	+25%	+$76.3K	0.01%	658
2025 Q3	$315K	Buy	+3,881	New	+$281K	0.01%	660
2018 Q4	–	Sell	-2,686	Closed	-$127K	–	692
2018 Q3	$127K	Buy	+2,686	New	+$127K	0.03%	184
2018 Q2	–	Sell	-2,686	Closed	-$122K	–	640
2018 Q1	$122K	Hold	2,686	–	–	0.03%	207
2017 Q4	$129K	Hold	2,686	–	–	0.03%	193
2017 Q3	$127K	Buy	+2,686	New	+$129K	0.03%	212

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Krilogy Financial's XEL Position: Q2 2026 in Review

Krilogy Financial increased its Xcel Energy (XEL) stake by 16% in Q2 2026, buying an estimated $63.5K and bringing the position to 5,713 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #671.

Krilogy Financial first reported a position in XEL in Q3 2017 and has held it in 8 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Krilogy Financial held 5,713 shares of Xcel Energy worth $459K as of Q2 2026.
Krilogy Financial bought 795 Xcel Energy shares in Q2 2026, an estimated $63.5K.
Xcel Energy made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #671 holding.
Krilogy Financial first reported a position in Xcel Energy in Q3 2017 and has held it in 8 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.