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

First 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 		$4.11M Sell
51,134
-5,674
-10% -$453K 0.6% 31
2026
Q1 		$4.51M Buy
56,808
+290
+0.5% +$22.7K 0.73% 31
2025
Q4 		$4.17M Sell
56,518
-4,453
-7% -$351K 0.68% 33
2025
Q3 		$4.92M Buy
60,971
+785
+1% +$56.8K 0.83% 18
2025
Q2 		$4.1M Buy
60,186
+2,224
+4% +$154K 0.73% 28
2025
Q1 		$4.1M Sell
57,962
-2,158
-4% -$147K 0.79% 26
2024
Q4 		$4.06M Sell
60,120
-781
-1% -$52.4K 0.78% 25
2024
Q3 		$3.98M Buy
60,901
+2,234
+4% +$133K 0.75% 26
2024
Q2 		$3.13M Buy
58,667
+10,053
+21% +$547K 0.64% 34
2024
Q1 		$2.61M Sell
48,614
-21,790
-31% -$1.24M 0.54% 43
2023
Q4 		$4.36M Buy
70,404
+28,187
+67% +$1.69M 1.05% 14
2023
Q3 		$2.42M Buy
42,217
+10,729
+34% +$645K 0.63% 34
2023
Q2 		$1.96M Hold
31,488
– – 0.5% 51
2023
Q1 		$2.12M Buy
31,488
+310
+1% +$20.9K 0.56% 36
2022
Q4 		$2.19M Buy
31,178
+90
+0.3% +$5.99K 0.61% 36
2022
Q3 		$1.99M Buy
31,088
+1,359
+5% +$98.9K 0.73% 31
2022
Q2 		$2.1M Buy
29,729
+701
+2% +$51K 0.68% 33
2022
Q1 		$2.1M Sell
29,028
-8,046
-22% -$553K 0.65% 35
2021
Q4 		$2.51M Hold
37,074
– – 1.06% 22
2021
Q3 		$2.32M Sell
37,074
-2,700
-7% -$182K 1.06% 24
2021
Q2 		$2.62M Sell
39,774
-8,900
-18% -$620K 1.26% 16
2021
Q1 		$3.24M Sell
48,674
-8,447
-15% -$534K 1.63% 7
2020
Q4 		$3.81M Buy
57,121
+56,071
+5,340% +$3.91M 2.41% 3
2020
Q3 		$72K Sell
1,050
-157
-13% -$10.7K 0.05% 211
2020
Q2 		$75K Sell
1,207
-411
-25% -$25.9K 0.06% 202
2020
Q1 		$98K Sell
1,618
-466
-22% -$30.4K 0.09% 169
2019
Q4 		$132K Sell
2,084
-2,116
-50% -$132K 0.1% 166
2019
Q3 		$272K Buy
4,200
+3,471
+476% +$216K 0.21% 107
2019
Q2 		$43K Buy
729
+29
+4% +$1.67K 0.03% 219
2019
Q1 		$39K Buy
+700
New +$37.2K 0.03% 214
2017
Q2 		– Sell
-350
Closed -$16K – 264
2017
Q1 		$16K Hold
350
– – 0.01% 215
2016
Q4 		$14K Buy
+350
New +$14K 0.01% 217

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

First Bank & Trust reduced its Xcel Energy (XEL) stake by 10% in Q2 2026, selling an estimated $453K and leaving 51,134 shares worth $4.11M. The position accounts for 0.6% of the portfolio, ranked #31.

First Bank & Trust first reported a position in XEL in Q4 2016 and has held it in 32 quarters since. The position peaked at $4.92M in Q3 2025. 241 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • First Bank & Trust held 51,134 shares of Xcel Energy worth $4.11M as of Q2 2026.
  • First Bank & Trust sold 5,674 Xcel Energy shares in Q2 2026, an estimated $453K.
  • Xcel Energy made up 0.6% of First Bank & Trust's portfolio in Q2 2026, its #31 holding.
  • First Bank & Trust first reported a position in Xcel Energy in Q4 2016 and has held it in 32 quarters since.
  • First Bank & Trust's Xcel Energy position peaked at $4.92M in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.