Eastern Bank’s Xcel Energy XEL Stock Holding History

Eastern 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	$223K	Hold	2,777	–	–	﹤0.01%	375
2026 Q1	$221K	Sell	2,777 -487	-15%	-$38.2K	﹤0.01%	359
2025 Q4	$241K	Sell	3,264 -1,376	-30%	-$109K	﹤0.01%	339
2025 Q3	$374K	Sell	4,640 -1,884	-29%	-$136K	0.01%	290
2025 Q2	$444K	Buy	6,524 +556	+9%	+$38.6K	0.01%	268
2025 Q1	$422K	Sell	5,968 -300	-5%	-$20.4K	0.01%	285
2024 Q4	$423K	Buy	6,268 +1,666	+36%	+$112K	0.01%	281
2024 Q3	$301K	Buy	4,602 +300	+7%	+$17.8K	0.01%	329
2024 Q2	$230K	Sell	4,302 -80	-2%	-$4.35K	0.01%	184
2024 Q1	$236K	Buy	4,382 +80	+2%	+$4.57K	0.01%	193
2023 Q4	$266K	Sell	4,302 -48	-1%	-$2.88K	0.01%	189
2023 Q3	$249K	Hold	4,350	–	–	0.01%	186
2023 Q2	$270K	Sell	4,350 -47	-1%	-$3.14K	0.01%	182
2023 Q1	$297K	Sell	4,397 -293	-6%	-$19.8K	0.01%	173
2022 Q4	$329K	Sell	4,690 -45	-1%	-$2.99K	0.02%	170
2022 Q3	$304K	Sell	4,735 -194	-4%	-$14.1K	0.02%	172
2022 Q2	$348K	Sell	4,929 -23	-0.5%	-$1.67K	0.02%	163
2022 Q1	$357K	Sell	4,952 -3,213	-39%	-$221K	0.02%	171
2021 Q4	$552K	Sell	8,165 -2,170	-21%	-$141K	0.02%	156
2021 Q3	$646K	Sell	10,335 -1,278	-11%	-$86.3K	0.03%	139
2021 Q2	$764K	Sell	11,613 -1,757	-13%	-$122K	0.04%	139
2021 Q1	$890K	Sell	13,370 -145,485	-92%	-$9.2M	0.05%	134
2020 Q4	$10.6M	Sell	158,855 -444	-0.3%	-$30.9K	0.59%	64
2020 Q3	$11M	Sell	159,299 -2,379	-1%	-$162K	0.67%	62
2020 Q2	$10.1M	Sell	161,678 -98,759	-38%	-$6.22M	0.66%	65
2020 Q1	$15.7M	Sell	260,437 -11,956	-4%	-$779K	1.17%	30
2019 Q4	$17.3M	Buy	272,393 +7,177	+3%	+$449K	1%	47
2019 Q3	$17.2M	Buy	265,216 +5,079	+2%	+$316K	1.07%	41
2019 Q2	$15.5M	Buy	260,137 +6,359	+3%	+$366K	0.98%	44
2019 Q1	$14.3M	Buy	253,778 +4,282	+2%	+$228K	0.96%	47
2018 Q4	$12.3M	Sell	249,496 -2,082	-0.8%	-$104K	0.92%	52
2018 Q3	$11.9M	Sell	251,578 -2,473	-1%	-$117K	0.77%	62
2018 Q2	$11.6M	Buy	254,051 +1,994	+0.8%	+$89.3K	0.79%	59
2018 Q1	$11.5M	Buy	252,057 +3,263	+1%	+$145K	0.8%	61
2017 Q4	$12M	Buy	248,794 +2,286	+0.9%	+$113K	0.8%	64
2017 Q3	$11.7M	Buy	246,508 +479	+0.2%	+$23K	0.83%	60
2017 Q2	$11.3M	Sell	246,029 -268	-0.1%	-$12.3K	0.83%	58
2017 Q1	$10.9M	Sell	246,297 -23,299	-9%	-$987K	0.83%	54
2016 Q4	$11M	Sell	269,596 -3,383	-1%	-$135K	0.85%	53
2016 Q3	$11.2M	Sell	272,979 -1,266	-0.5%	-$54.1K	0.9%	49
2016 Q2	$12.3M	Sell	274,245 -2,646	-1%	-$109K	0.99%	42
2016 Q1	$11.6M	Buy	276,891 +1,350	+0.5%	+$52.6K	0.94%	45
2015 Q4	$9.89M	Buy	275,541 +1,924	+0.7%	+$68.7K	0.82%	53
2015 Q3	$9.69M	Sell	273,617 -1,184	-0.4%	-$40.3K	0.84%	53
2015 Q2	$8.84M	Buy	274,801 +1,487	+0.5%	+$50K	0.71%	59
2015 Q1	$9.51M	Sell	273,314 -20,291	-7%	-$726K	0.76%	58
2014 Q4	$10.5M	Buy	293,605 +1,027	+0.4%	+$34.5K	0.84%	54
2014 Q3	$8.89M	Buy	292,578 +4,365	+2%	+$137K	0.72%	60
2014 Q2	$9.29M	Buy	288,213 +981	+0.3%	+$30.4K	0.75%	59
2014 Q1	$8.72M	Sell	287,232 -31,321	-10%	-$913K	0.73%	58
2013 Q4	$8.9M	Buy	318,553 +11,185	+4%	+$316K	0.76%	58
2013 Q3	$8.49M	Sell	307,368 -10,227	-3%	-$292K	0.78%	58
2013 Q2	$9M	Buy	+317,595	New	+$9.49M	0.84%	55

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 $3.37T AUM 44.26% 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

Eastern Bank's XEL Position: Q2 2026 in Review

Eastern Bank held its Xcel Energy (XEL) position steady in Q2 2026 at 2,777 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Eastern Bank first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.3M in Q4 2019. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Eastern Bank held 2,777 shares of Xcel Energy worth $223K as of Q2 2026.
Eastern Bank left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #375 holding.
Eastern Bank first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
Eastern Bank's Xcel Energy position peaked at $17.3M in Q4 2019.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.