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Arlington Trust’s Xcel Energy XEL Stock Holding History

Arlington Trust’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
Q3 		$11.3K Buy
161
+36
+29% +$2.77K ﹤0.01% 514
2026
Q2 		$10K Sell
125
-133
-52% -$10.6K ﹤0.01% 470
2026
Q1 		$20.5K Buy
258
+174
+207% +$13.6K ﹤0.01% 328
2025
Q4 		$6.2K Buy
+84
New +$6.62K ﹤0.01% 360
2024
Q1 		– Sell
-25
Closed -$1.55K – 904
2023
Q4 		$1.55K Sell
25
-2,152
-99% -$129K ﹤0.01% 707
2023
Q3 		$125K Buy
+2,177
New +$131K 0.05% 103

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Arlington Trust's XEL Position: Q3 2026 in Review

Arlington Trust increased its Xcel Energy (XEL) stake by 29% in Q3 2026, buying an estimated $2.77K and bringing the position to 161 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Arlington Trust first reported a position in XEL in Q3 2023 and has held it in 6 quarters since. The position peaked at $125K in Q3 2023. 613 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Arlington Trust held 161 shares of Xcel Energy worth $11.3K as of Q3 2026.
  • Arlington Trust bought 36 Xcel Energy shares in Q3 2026, an estimated $2.77K.
  • Xcel Energy made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #514 holding.
  • Arlington Trust first reported a position in Xcel Energy in Q3 2023 and has held it in 6 quarters since.
  • Arlington Trust's Xcel Energy position peaked at $125K in Q3 2023.
  • 613 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.