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Advantage Trust Company’s Xcel Energy XEL Stock Holding History

Advantage 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 		$16.1K Buy
+200
New +$16K 0.01% 161
2025
Q4 		– Sell
-200
Closed -$16.1K – 188
2025
Q3 		$16.1K Hold
200
– – 0.01% 152
2025
Q2 		$13.6K Buy
+200
New +$13.9K 0.01% 176

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

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

Advantage Trust Company opened a new position in Xcel Energy (XEL) in Q2 2026: 200 shares worth $16.1K. The stake represents 0.01% of the portfolio and ranks #161 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in XEL as recently as Q3 2025.

Advantage Trust Company first reported a position in XEL in Q2 2025 and has held it in 3 quarters since. The position peaked at $16.1K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Advantage Trust Company held 200 shares of Xcel Energy worth $16.1K as of Q2 2026.
  • Xcel Energy was a new Advantage Trust Company position in Q2 2026.
  • Xcel Energy made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #161 holding.
  • Advantage Trust Company first reported a position in Xcel Energy in Q2 2025 and has held it in 3 quarters since.
  • Advantage Trust Company's Xcel Energy position peaked at $16.1K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.