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 Q3	$70.5K	Hold	1,000	–	–	0.02%	160
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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Community Trust's XEL Position: Q3 2026 in Review

First Community Trust held its Xcel Energy (XEL) position steady in Q3 2026 at 1,000 shares worth $70.5K. The position accounts for 0.02% of the portfolio, ranked #160.

First Community Trust first reported a position in XEL in Q4 2021 and has held it in 20 quarters since. The position peaked at $130K in Q1 2022. 303 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

First Community Trust held 1,000 shares of Xcel Energy worth $70.5K as of Q3 2026.
First Community Trust left its Xcel Energy share count unchanged in Q3 2026.
Xcel Energy made up 0.02% of First Community Trust's portfolio in Q3 2026, its #160 holding.
First Community Trust first reported a position in Xcel Energy in Q4 2021 and has held it in 20 quarters since.
First Community Trust's Xcel Energy position peaked at $130K in Q1 2022.
303 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on First Community Trust's 13F filing for Q3 2026, filed 7 Oct 2026.