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

Crews 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 		$40.5K Hold
504
– – 0.01% 403
2026
Q1 		$40K Hold
504
– – 0.01% 399
2025
Q4 		$37.2K Hold
504
– – 0.01% 397
2025
Q3 		$40.6K Hold
504
– – 0.01% 387
2025
Q2 		$34.3K Hold
504
– – 0.01% 396
2025
Q1 		$35.7K Hold
504
– – 0.01% 387
2024
Q4 		$34K Buy
+504
New +$33.8K 0.01% 384

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Crews Bank & Trust held its Xcel Energy (XEL) position steady in Q2 2026 at 504 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #403.

Crews Bank & Trust first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.6K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Crews Bank & Trust held 504 shares of Xcel Energy worth $40.5K as of Q2 2026.
  • Crews Bank & Trust left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #403 holding.
  • Crews Bank & Trust first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Xcel Energy position peaked at $40.6K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.