First Community Trust’s Xcel Energy XEL Stock Holding History

First Community 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	$80.3K	Sell	1,000 -500	-33%	-$39.9K	0.04%	138
2026 Q1	$119K	Hold	1,500	–	–	0.09%	105
2025 Q4	$111K	Hold	1,500	–	–	0.08%	107
2025 Q3	$121K	Hold	1,500	–	–	0.09%	105
2025 Q2	$102K	Sell	1,500 -300	-17%	-$20.8K	0.08%	113
2025 Q1	$127K	Hold	1,800	–	–	0.11%	106
2024 Q4	$122K	Hold	1,800	–	–	0.09%	111
2024 Q3	$118K	Hold	1,800	–	–	0.1%	112
2024 Q2	$96.1K	Hold	1,800	–	–	0.08%	114
2024 Q1	$96.8K	Hold	1,800	–	–	0.09%	108
2023 Q4	$111K	Hold	1,800	–	–	0.12%	92
2023 Q3	$103K	Hold	1,800	–	–	0.12%	95
2023 Q2	$112K	Hold	1,800	–	–	0.13%	91
2023 Q1	$121K	Hold	1,800	–	–	0.14%	88
2022 Q4	$126K	Hold	1,800	–	–	0.15%	86
2022 Q3	$115K	Hold	1,800	–	–	0.16%	81
2022 Q2	$127K	Hold	1,800	–	–	0.15%	89
2022 Q1	$130K	Hold	1,800	–	–	0.12%	95
2021 Q4	$122K	Buy	+1,800	New	+$117K	0.1%	101

Other funds holding XEL

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

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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

First Community Trust's XEL Position: Q2 2026 in Review

First Community Trust reduced its Xcel Energy (XEL) stake by 33% in Q2 2026, selling an estimated $39.9K and leaving 1,000 shares worth $80.3K. The position accounts for 0.04% of the portfolio, ranked #138.

First Community Trust first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $130K in Q1 2022. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

First Community Trust held 1,000 shares of Xcel Energy worth $80.3K as of Q2 2026.
First Community Trust sold 500 Xcel Energy shares in Q2 2026, an estimated $39.9K.
Xcel Energy made up 0.04% of First Community Trust's portfolio in Q2 2026, its #138 holding.
First Community Trust first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
First Community Trust's Xcel Energy position peaked at $130K in Q1 2022.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on First Community Trust's 13F filing for Q2 2026, filed 10 Jul 2026.