Kestra Investment Management, LLC

Position in XEL — Xcel Energy Inc

CIK 1962449 AUSTIN, TX

Position in XEL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$292,211

-$124,134 QoQ

Shares Held

3,639

-30.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#827

of 1,278 holders

Holding Since

Dec 2024

7 quarters on record

Utilities · as of Jun 30, 2026

Kestra Investment Management, LLC holds $2,294,523 across 6 Utilities - Regulated Electric names. XEL ranks #3 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,171	$980,478
2	EIX	Edison International	4,056	$301,969
3	XEL	Xcel Energy Inc This page	3,639	$292,211
4	DUK	Duke Energy CORP	2,288	$289,615
5	AEP	American Electric Power Co Inc	1,603	$219,306
6	SO	Southern Co	2,204	$210,944

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,211	3,639	-30.6%	Shares	Sole	2026-08-05
2026-03-31	$416,345	5,241	+1.2%	Shares	Sole	2026-05-11
2025-12-31	$382,447	5,178	-4.5%	Shares	Sole	2026-02-09
2025-09-30	$437,123	5,420	-13.6%	Shares	Sole	2025-11-17
2025-06-30	$427,327	6,275	+73.5%	Shares	Sole	2025-08-15
2025-03-31	$256,047	3,617	+10.7%	Shares	Sole	2025-05-16
2024-12-31	$220,520	3,266	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.