City State Bank’s Xcel Energy XEL Stock Holding History

City State 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	$209K	Hold	2,602	–	–	0.05%	207
2026 Q1	$207K	Sell	2,602 -1	-0%	-$78	0.05%	196
2025 Q4	$192K	Buy	2,603 +10	+0.4%	+$789	0.05%	204
2025 Q3	$209K	Hold	2,593	–	–	0.06%	190
2025 Q2	$177K	Buy	2,593 +67	+3%	+$4.65K	0.06%	199
2025 Q1	$179K	Hold	2,526	–	–	0.06%	192
2024 Q4	$171K	Buy	2,526 +760	+43%	+$51K	0.06%	190
2024 Q3	$115K	Buy	1,766 +450	+34%	+$26.7K	0.04%	246
2024 Q2	$70.3K	Hold	1,316	–	–	0.03%	277
2024 Q1	$71K	Hold	1,316	–	–	0.03%	275
2023 Q4	$81K	Hold	1,316	–	–	0.04%	257
2023 Q3	$75K	Hold	1,316	–	–	0.04%	256
2023 Q2	$82K	Hold	1,316	–	–	0.04%	251
2023 Q1	$89K	Hold	1,316	–	–	0.05%	237
2022 Q4	$92K	Hold	1,316	–	–	0.06%	225
2022 Q3	$84K	Hold	1,316	–	–	0.06%	215
2022 Q2	$93K	Hold	1,316	–	–	0.06%	213
2022 Q1	$95K	Hold	1,316	–	–	0.06%	221
2021 Q4	$89K	Buy	+1,316	New	+$85.8K	0.05%	233

Other funds holding XEL

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

City State Bank's XEL Position: Q2 2026 in Review

City State Bank held its Xcel Energy (XEL) position steady in Q2 2026 at 2,602 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #207.

City State Bank first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $209K in Q3 2025. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

City State Bank held 2,602 shares of Xcel Energy worth $209K as of Q2 2026.
City State Bank left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.05% of City State Bank's portfolio in Q2 2026, its #207 holding.
City State Bank first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
City State Bank's Xcel Energy position peaked at $209K in Q3 2025.
522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.