AMG National Trust Bank’s Xcel Energy XEL Stock Holding History

AMG National Trust Bank’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	$2.49M	Buy	31,019 +26	+0.1%	+$2.08K	0.05%	176
2026 Q1	$2.46M	Sell	30,993 -2,473	-7%	-$194K	0.05%	201
2025 Q4	$2.47M	Sell	33,466 -48	-0.1%	-$3.79K	0.06%	190
2025 Q3	$2.7M	Buy	33,514 +48	+0.1%	+$3.47K	0.07%	171
2025 Q2	$2.28M	Hold	33,466	–	–	0.06%	187
2025 Q1	$2.37M	Buy	33,466 +28,677	+599%	+$1.95M	0.07%	172
2024 Q4	$324K	Sell	4,789 -201	-4%	-$13.5K	0.01%	384
2024 Q3	$326K	Sell	4,990 -272	-5%	-$16.1K	0.01%	371
2024 Q2	$281K	Sell	5,262 -1,913	-27%	-$104K	0.01%	393
2024 Q1	$386K	Sell	7,175 -18,710	-72%	-$1.07M	0.01%	354
2023 Q4	$1.6M	Buy	+25,885	New	+$1.55M	0.05%	206

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

AMG National Trust Bank's XEL Position: Q2 2026 in Review

AMG National Trust Bank increased its Xcel Energy (XEL) stake by 0.08% in Q2 2026, buying an estimated $2.08K and bringing the position to 31,019 shares worth $2.49M. The position accounts for 0.05% of the portfolio, ranked #176.

AMG National Trust Bank first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.7M in Q3 2025. 745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

AMG National Trust Bank held 31,019 shares of Xcel Energy worth $2.49M as of Q2 2026.
AMG National Trust Bank bought 26 Xcel Energy shares in Q2 2026, an estimated $2.08K.
Xcel Energy made up 0.05% of AMG National Trust Bank's portfolio in Q2 2026, its #176 holding.
AMG National Trust Bank first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
AMG National Trust Bank's Xcel Energy position peaked at $2.7M in Q3 2025.
745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.