Luther King Capital Management (LKCM)
XEL icon

Luther King Capital Management (LKCM)’s Xcel Energy XEL Stock Holding History

Luther King Capital Management (LKCM)’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 		$232K Buy
2,893
+100
+4% +$7.98K ﹤0.01% 588
2026
Q1 		$222K Buy
+2,793
New +$219K ﹤0.01% 571

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

Luther King Capital Management (LKCM)'s XEL Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its Xcel Energy (XEL) stake by 3.6% in Q2 2026, buying an estimated $7.98K and bringing the position to 2,893 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Luther King Capital Management (LKCM) first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Luther King Capital Management (LKCM) held 2,893 shares of Xcel Energy worth $232K as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 100 Xcel Energy shares in Q2 2026, an estimated $7.98K.
  • Xcel Energy made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #588 holding.
  • Luther King Capital Management (LKCM) first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.