Adirondack Trust Company’s Xcel Energy XEL Stock Holding History

Adirondack Trust Company’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 Q1	$28.3K	Sell	356 -3	-0.8%	-$235	0.01%	304
2025 Q4	$26.5K	Sell	359 -24	-6%	-$1.89K	0.01%	303
2025 Q3	$30.9K	Sell	383 -48	-11%	-$3.47K	0.01%	302
2025 Q2	$29.3K	Sell	431 -16	-4%	-$1.11K	0.01%	285
2025 Q1	$31.6K	Sell	447 -18	-4%	-$1.23K	0.01%	272
2024 Q4	$31.4K	Sell	465 -97	-17%	-$6.51K	0.01%	273
2024 Q3	$36.7K	Hold	562	–	–	0.01%	265
2024 Q2	$30K	Hold	562	–	–	0.01%	274
2024 Q1	$30.2K	Hold	562	–	–	0.01%	274
2023 Q4	$29.6K	Sell	562 -30	-5%	-$1.8K	0.01%	274
2023 Q3	$33.9K	Hold	592	–	–	0.02%	249
2023 Q2	$37.1K	Sell	592 -25	-4%	-$1.67K	0.02%	231
2023 Q1	$41.6K	Sell	617 -36	-6%	-$2.43K	0.02%	219
2022 Q4	$45.8K	Sell	653 -25	-4%	-$1.66K	0.02%	207
2022 Q3	$43K	Buy	678 +25	+4%	+$1.82K	0.02%	206
2022 Q2	$46K	Sell	653 -4	-0.6%	-$291	0.02%	198
2022 Q1	$47K	Buy	657 +577	+721%	+$39.6K	0.02%	200
2021 Q4	$5K	Hold	80	–	–	﹤0.01%	365
2021 Q3	$5K	Buy	+80	New	+$5.41K	﹤0.01%	358

Other funds holding XEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return