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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
Q2 		$23K Sell
287
-69
-19% -$5.51K 0.01% 334
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
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

Adirondack Trust Company's XEL Position: Q2 2026 in Review

Adirondack Trust Company reduced its Xcel Energy (XEL) stake by 19% in Q2 2026, selling an estimated $5.51K and leaving 287 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #334.

Adirondack Trust Company first reported a position in XEL in Q3 2021 and has held it in 20 quarters since. The position peaked at $47K in Q1 2022. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Adirondack Trust Company held 287 shares of Xcel Energy worth $23K as of Q2 2026.
  • Adirondack Trust Company sold 69 Xcel Energy shares in Q2 2026, an estimated $5.51K.
  • Xcel Energy made up 0.01% of Adirondack Trust Company's portfolio in Q2 2026, its #334 holding.
  • Adirondack Trust Company first reported a position in Xcel Energy in Q3 2021 and has held it in 20 quarters since.
  • Adirondack Trust Company's Xcel Energy position peaked at $47K in Q1 2022.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.