First National Advisers’s Xcel Energy XEL Stock Holding History

First National Advisers’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	$1.31M	Sell	16,280 -4,165	-20%	-$332K	0.18%	109
2026 Q1	$1.62M	Sell	20,445 -11,750	-36%	-$922K	0.24%	101
2025 Q4	$2.38M	Sell	32,195 -2,176	-6%	-$172K	0.33%	85
2025 Q3	$2.77M	Buy	34,371 +31	+0.1%	+$2.24K	0.38%	77
2025 Q2	$2.34M	Buy	34,340 +410	+1%	+$28.4K	0.34%	91
2025 Q1	$2.4M	Buy	33,930 +183	+0.5%	+$12.5K	0.38%	82
2024 Q4	$2.28M	Buy	33,747 +980	+3%	+$65.7K	0.37%	85
2024 Q3	$2.14M	Buy	32,767 +2,859	+10%	+$170K	0.34%	90
2024 Q2	$1.6M	Buy	29,908 +1,308	+5%	+$71.2K	0.29%	104
2024 Q1	$1.62M	Buy	28,600 +6,910	+32%	+$395K	0.36%	91
2023 Q4	$1.34M	Buy	21,690 +4,006	+23%	+$240K	0.39%	82
2023 Q3	$1.01M	Buy	17,684 +11,775	+199%	+$708K	0.45%	78
2023 Q2	$367K	Sell	5,909 -394	-6%	-$26.3K	0.34%	89
2023 Q1	$425K	Buy	6,303 +469	+8%	+$31.6K	0.48%	76
2022 Q4	$409K	Buy	5,834 +692	+13%	+$46K	0.52%	74
2022 Q3	$329K	Buy	5,142 +949	+23%	+$69.1K	0.49%	80
2022 Q2	$297K	Buy	+4,193	New	+$305K	0.62%	70

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

First National Advisers's XEL Position: Q2 2026 in Review

First National Advisers reduced its Xcel Energy (XEL) stake by 20% in Q2 2026, selling an estimated $332K and leaving 16,280 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #109.

First National Advisers first reported a position in XEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.77M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

First National Advisers held 16,280 shares of Xcel Energy worth $1.31M as of Q2 2026.
First National Advisers sold 4,165 Xcel Energy shares in Q2 2026, an estimated $332K.
Xcel Energy made up 0.18% of First National Advisers's portfolio in Q2 2026, its #109 holding.
First National Advisers first reported a position in Xcel Energy in Q2 2022 and has held it in 17 quarters since.
First National Advisers's Xcel Energy position peaked at $2.77M in Q3 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.