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

CoreFirst 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 Q1	$268K	Hold	3,370	–	–	0.14%	106
2025 Q4	$249K	Hold	3,370	–	–	0.13%	105
2025 Q3	$272K	Hold	3,370	–	–	0.15%	103
2025 Q2	$229K	Hold	3,370	–	–	0.13%	110
2025 Q1	$239K	Sell	3,370 -144	-4%	-$9.8K	0.15%	105
2024 Q4	$237K	Sell	3,514 -45	-1%	-$3.02K	0.14%	106
2024 Q3	$232K	Buy	+3,559	New	+$211K	0.13%	117
2024 Q2	–	Sell	-3,559	Closed	-$191K	–	350
2024 Q1	$191K	Hold	3,559	–	–	0.12%	126
2023 Q4	$220K	Hold	3,559	–	–	0.15%	115
2023 Q3	$204K	Hold	3,559	–	–	0.14%	119
2023 Q2	$221K	Hold	3,559	–	–	0.16%	120
2023 Q1	$240K	Hold	3,559	–	–	0.17%	117
2022 Q4	$250K	Hold	3,559	–	–	0.19%	115
2022 Q3	$228K	Hold	3,559	–	–	0.2%	112
2022 Q2	$252K	Hold	3,559	–	–	0.2%	111
2022 Q1	$257K	Hold	3,559	–	–	0.18%	114
2021 Q4	$241K	Hold	3,559	–	–	0.16%	122
2021 Q3	$222K	Hold	3,559	–	–	0.15%	127
2021 Q2	$234K	Hold	3,559	–	–	0.16%	124
2021 Q1	$237K	Hold	3,559	–	–	0.16%	121
2020 Q4	$237K	Buy	+3,559	New	+$248K	0.18%	110

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CoreFirst Bank & Trust's XEL Position: Q1 2026 in Review

CoreFirst Bank & Trust held its Xcel Energy (XEL) position steady in Q1 2026 at 3,370 shares worth $268K. The position accounts for 0.14% of the portfolio, ranked #106.

CoreFirst Bank & Trust first reported a position in XEL in Q4 2020 and has held it in 21 quarters since. The position peaked at $272K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

CoreFirst Bank & Trust held 3,370 shares of Xcel Energy worth $268K as of Q1 2026.
CoreFirst Bank & Trust left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up 0.14% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #106 holding.
CoreFirst Bank & Trust first reported a position in Xcel Energy in Q4 2020 and has held it in 21 quarters since.
CoreFirst Bank & Trust's Xcel Energy position peaked at $272K in Q3 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.