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Central Bank & Trust’s Xcel Energy XEL Stock Holding History

Central Bank & 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
Q2 		$1.08M Sell
13,484
-7,702
-36% -$615K 0.15% 100
2026
Q1 		$1.68M Sell
21,186
-65
-0.3% -$5.1K 0.26% 84
2025
Q4 		$1.57M Sell
21,251
-218
-1% -$17.2K 0.24% 84
2025
Q3 		$1.73M Sell
21,469
-1,382
-6% -$100K 0.27% 75
2025
Q2 		$1.56M Sell
22,851
-248
-1% -$17.2K 0.25% 86
2025
Q1 		$1.64M Buy
23,099
+266
+1% +$18.1K 0.27% 78
2024
Q4 		$1.54M Sell
22,833
-2,785
-11% -$187K 0.23% 82
2024
Q3 		$1.67M Sell
25,618
-594
-2% -$35.2K 0.23% 81
2024
Q2 		$1.4M Sell
26,212
-18
-0.1% -$979 0.19% 83
2024
Q1 		$1.41M Sell
26,230
-1,401
-5% -$80K 0.2% 78
2023
Q4 		$1.71M Buy
27,631
+289
+1% +$17.3K 0.27% 72
2023
Q3 		$1.56M Sell
27,342
-175
-0.6% -$10.5K 0.27% 71
2023
Q2 		$1.71M Sell
27,517
-3,044
-10% -$203K 0.29% 66
2023
Q1 		$2.06M Buy
30,561
+214
+0.7% +$14.4K 0.37% 63
2022
Q4 		$2.13M Buy
30,347
+63
+0.2% +$4.19K 0.4% 65
2022
Q3 		$1.94M Buy
30,284
+249
+0.8% +$18.1K 0.42% 59
2022
Q2 		$2.13M Sell
30,035
-87
-0.3% -$6.33K 0.43% 56
2022
Q1 		$2.17M Buy
30,122
+69
+0.2% +$4.74K 0.35% 65
2021
Q4 		$2.04M Buy
30,053
+74
+0.2% +$4.82K 0.31% 70
2021
Q3 		$1.87M Sell
29,979
-1,624
-5% -$110K 0.31% 68
2021
Q2 		$2.08M Sell
31,603
-410
-1% -$28.5K 0.34% 66
2021
Q1 		$2.13M Sell
32,013
-3,181
-9% -$201K 0.36% 68
2020
Q4 		$2.35M Sell
35,194
-16,946
-33% -$1.18M 0.41% 67
2020
Q3 		$3.6M Sell
52,140
-471
-0.9% -$32.1K 0.67% 46
2020
Q2 		$3.29M Sell
52,611
-73
-0.1% -$4.6K 0.65% 50
2020
Q1 		$3.18M Sell
52,684
-945
-2% -$61.6K 0.76% 41
2019
Q4 		$3.4M Buy
53,629
+155
+0.3% +$9.7K 0.67% 48
2019
Q3 		$3.47M Buy
53,474
+2,414
+5% +$150K 0.75% 45
2019
Q2 		$3.04M Sell
51,060
-2,668
-5% -$153K 0.68% 47
2019
Q1 		$3.02M Sell
53,728
-28,749
-35% -$1.53M 0.68% 48
2018
Q4 		$4.06M Buy
82,477
+223
+0.3% +$11.2K 1.03% 31
2018
Q3 		$3.88M Buy
82,254
+80,526
+4,660% +$3.8M 0.9% 40
2018
Q2 		$79K Hold
1,728
– – 0.02% 157
2018
Q1 		$79K Sell
1,728
-190
-10% -$8.47K 0.02% 158
2017
Q4 		$92K Sell
1,918
-1,300
-40% -$64.5K 0.02% 163
2017
Q3 		$152K Buy
3,218
+100
+3% +$4.8K 0.04% 144
2017
Q2 		$143K Hold
3,118
– – 0.04% 144
2017
Q1 		$139K Sell
3,118
-982
-24% -$41.6K 0.04% 147
2016
Q4 		$167K Sell
4,100
-357
-8% -$14.3K 0.04% 140
2016
Q3 		$183K Hold
4,457
– – 0.05% 129
2016
Q2 		$200K Sell
4,457
-558
-11% -$23.1K 0.06% 125
2016
Q1 		$209K Buy
5,015
+3,102
+162% +$121K 0.06% 125
2015
Q4 		$68K Sell
1,913
-642
-25% -$22.9K 0.02% 178
2015
Q3 		$90K Buy
2,555
+207
+9% +$7.04K 0.03% 154
2015
Q2 		$75K Sell
2,348
-62
-3% -$2.09K 0.02% 162
2015
Q1 		$84K Sell
2,410
-1,364
-36% -$48.8K 0.03% 158
2014
Q4 		$135K Sell
3,774
-6,696
-64% -$225K 0.05% 137
2014
Q3 		$318K Buy
10,470
+6,581
+169% +$206K 0.12% 113
2014
Q2 		$109K Buy
3,889
+1,060
+37% +$32.8K 0.04% 138
2014
Q1 		$86K Sell
2,829
-1,060
-27% -$30.9K 0.03% 153
2013
Q4 		$109K Hold
3,889
– – 0.04% 138
2013
Q3 		$108K Sell
3,889
-500
-11% -$14.3K 0.05% 138
2013
Q2 		$125K Buy
+4,389
New +$131K 0.06% 140

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
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
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Central Bank & Trust's XEL Position: Q2 2026 in Review

Central Bank & Trust reduced its Xcel Energy (XEL) stake by 36% in Q2 2026, selling an estimated $615K and leaving 13,484 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #100.

Central Bank & Trust first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.06M in Q4 2018. 223 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Central Bank & Trust held 13,484 shares of Xcel Energy worth $1.08M as of Q2 2026.
  • Central Bank & Trust sold 7,702 Xcel Energy shares in Q2 2026, an estimated $615K.
  • Xcel Energy made up 0.15% of Central Bank & Trust's portfolio in Q2 2026, its #100 holding.
  • Central Bank & Trust first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
  • Central Bank & Trust's Xcel Energy position peaked at $4.06M in Q4 2018.
  • 223 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Central Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.