BankPlus Trust Department’s Xcel Energy XEL Stock Holding History

BankPlus Trust Department’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	$38.8K	Hold	483	–	–	0.01%	294
2026 Q1	$38.4K	Hold	483	–	–	0.01%	284
2025 Q4	$35.7K	Hold	483	–	–	0.01%	281
2025 Q3	$39K	Hold	483	–	–	0.01%	267
2025 Q2	$32.9K	Hold	483	–	–	0.01%	267
2025 Q1	$34.2K	Buy	+483	New	+$32.9K	0.01%	256

Other funds holding XEL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BankPlus Trust Department's XEL Position: Q2 2026 in Review

BankPlus Trust Department held its Xcel Energy (XEL) position steady in Q2 2026 at 483 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #294.

BankPlus Trust Department first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $39K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

BankPlus Trust Department held 483 shares of Xcel Energy worth $38.8K as of Q2 2026.
BankPlus Trust Department left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #294 holding.
BankPlus Trust Department first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
BankPlus Trust Department's Xcel Energy position peaked at $39K in Q3 2025.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.