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Baker Boyer National Bank’s Xcel Energy XEL Stock Holding History

Baker Boyer National 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 		$364K Buy
4,538
+1,738
+62% +$139K 0.1% 65
2026
Q1 		$222K Hold
2,800
– – 0.07% 87
2025
Q4 		$207K Hold
2,800
– – 0.06% 92
2025
Q3 		$226K Buy
+2,800
New +$203K 0.08% 76

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
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
PL
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Baker Boyer National Bank's XEL Position: Q2 2026 in Review

Baker Boyer National Bank increased its Xcel Energy (XEL) stake by 62% in Q2 2026, buying an estimated $139K and bringing the position to 4,538 shares worth $364K. The position accounts for 0.1% of the portfolio, ranked #65.

Baker Boyer National Bank first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Baker Boyer National Bank held 4,538 shares of Xcel Energy worth $364K as of Q2 2026.
  • Baker Boyer National Bank bought 1,738 Xcel Energy shares in Q2 2026, an estimated $139K.
  • Xcel Energy made up 0.1% of Baker Boyer National Bank's portfolio in Q2 2026, its #65 holding.
  • Baker Boyer National Bank first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • 494 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.