American State Bank (Iowa)’s Xcel Energy XEL Stock Holding History

American State Bank (Iowa)’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	$719K	Hold	8,954	–	–	0.29%	83
2026 Q1	$711K	Hold	8,954	–	–	0.34%	81
2025 Q4	$661K	Buy	8,954 +145	+2%	+$11.4K	0.32%	81
2025 Q3	$710K	Hold	8,809	–	–	0.36%	78
2025 Q2	$600K	Hold	8,809	–	–	0.33%	79
2025 Q1	$624K	Hold	8,809	–	–	0.38%	76
2024 Q4	$595K	Hold	8,809	–	–	0.36%	79
2024 Q3	$575K	Hold	8,809	–	–	0.35%	79
2024 Q2	$470K	Sell	8,809 -200	-2%	-$10.9K	0.3%	80
2024 Q1	$484K	Sell	9,009 -745	-8%	-$42.5K	0.32%	82
2023 Q4	$604K	Sell	9,754 -100	-1%	-$6K	0.38%	74
2023 Q3	$564K	Sell	9,854 -66	-0.7%	-$3.97K	0.4%	73
2023 Q2	$617K	Sell	9,920 -67	-0.7%	-$4.47K	0.43%	72
2023 Q1	$674K	Hold	9,987	–	–	0.49%	67
2022 Q4	$700K	Buy	9,987 +200	+2%	+$13.3K	0.54%	64
2022 Q3	$626K	Sell	9,787 -135	-1%	-$9.83K	0.54%	63
2022 Q2	$702K	Hold	9,922	–	–	0.56%	61
2022 Q1	$716K	Hold	9,922	–	–	0.5%	60
2021 Q4	$672K	Hold	9,922	–	–	0.47%	69
2021 Q3	$620K	Hold	9,922	–	–	0.48%	71
2021 Q2	$654K	Hold	9,922	–	–	0.51%	66
2021 Q1	$660K	Buy	9,922 +9	+0.1%	+$569	0.56%	61
2020 Q4	$661K	Buy	+9,913	New	+$691K	0.63%	58

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

American State Bank (Iowa)'s XEL Position: Q2 2026 in Review

American State Bank (Iowa) held its Xcel Energy (XEL) position steady in Q2 2026 at 8,954 shares worth $719K. The position accounts for 0.29% of the portfolio, ranked #83.

American State Bank (Iowa) first reported a position in XEL in Q4 2020 and has held it in 23 quarters since. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

American State Bank (Iowa) held 8,954 shares of Xcel Energy worth $719K as of Q2 2026.
American State Bank (Iowa) left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.29% of American State Bank (Iowa)'s portfolio in Q2 2026, its #83 holding.
American State Bank (Iowa) first reported a position in Xcel Energy in Q4 2020 and has held it in 23 quarters since.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.