First National Bank & Trust Co of Newtown’s Xcel Energy XEL Stock Holding History

First National Bank & Trust Co of Newtown’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	$346K	Hold	4,425	–	–	0.07%	121
2026 Q1	$352K	Sell	4,425 -1,179	-21%	-$92.5K	0.08%	107
2025 Q4	$414K	Hold	5,604	–	–	0.08%	102
2025 Q3	$452K	Sell	5,604 -2,347	-30%	-$170K	0.09%	97
2025 Q2	$541K	Sell	7,951 -65	-0.8%	-$4.51K	0.11%	92
2025 Q1	$567K	Hold	8,016	–	–	0.12%	86
2024 Q4	$541K	Hold	8,016	–	–	0.11%	82
2024 Q3	$523K	Hold	8,016	–	–	0.1%	90
2024 Q2	$428K	Sell	8,016 -1,702	-18%	-$92.6K	0.09%	97
2024 Q1	$522K	Sell	9,718 -324	-3%	-$18.5K	0.11%	87
2023 Q4	$622K	Sell	10,042 -50	-0.5%	-$3K	0.13%	77
2023 Q3	$577K	Hold	10,092	–	–	0.13%	80
2023 Q2	$627K	Hold	10,092	–	–	0.13%	80
2023 Q1	$681K	Hold	10,092	–	–	0.15%	75
2022 Q4	$708K	Hold	10,092	–	–	0.16%	72
2022 Q3	$646K	Hold	10,092	–	–	0.16%	72
2022 Q2	$714K	Sell	10,092 -210	-2%	-$15.3K	0.16%	70
2022 Q1	$744K	Hold	10,302	–	–	0.15%	76
2021 Q4	$697K	Hold	10,302	–	–	0.13%	75
2021 Q3	$644K	Sell	10,302 -150	-1%	-$10.1K	0.13%	76
2021 Q2	$688K	Buy	10,452 +522	+5%	+$36.3K	0.14%	75
2021 Q1	$661K	Sell	9,930 -378	-4%	-$23.9K	0.14%	75
2020 Q4	$687K	Hold	10,308	–	–	0.15%	72
2020 Q3	$712K	Sell	10,308 -50	-0.5%	-$3.41K	0.17%	62
2020 Q2	$648K	Hold	10,358	–	–	0.17%	66
2020 Q1	$624K	Hold	10,358	–	–	0.18%	61
2019 Q4	$657K	Sell	10,358 -355	-3%	-$22.2K	0.16%	70
2019 Q3	$695K	Sell	10,713 -150	-1%	-$9.35K	0.19%	65
2019 Q2	$646K	Sell	10,863 -190	-2%	-$10.9K	0.18%	67
2019 Q1	$621K	Hold	11,053	–	–	0.17%	70
2018 Q4	$544K	Hold	11,053	–	–	0.16%	74
2018 Q3	$521K	Hold	11,053	–	–	0.14%	76
2018 Q2	$504K	Hold	11,053	–	–	0.14%	78
2018 Q1	$503K	Sell	11,053 -736	-6%	-$32.8K	0.14%	80
2017 Q4	$567K	Sell	11,789 -290	-2%	-$14.4K	0.15%	74
2017 Q3	$571K	Sell	12,079 -250	-2%	-$12K	0.16%	72
2017 Q2	$566K	Hold	12,329	–	–	0.17%	70
2017 Q1	$548K	Hold	12,329	–	–	0.16%	74
2016 Q4	$502K	Hold	12,329	–	–	0.15%	74
2016 Q3	$507K	Sell	12,329 -250	-2%	-$10.7K	0.16%	75
2016 Q2	$520K	Sell	12,579 -240	-2%	-$9.93K	0.17%	74
2016 Q1	$536K	Hold	12,819	–	–	0.17%	71
2015 Q4	$460K	Hold	12,819	–	–	0.15%	75
2015 Q3	$454K	Hold	12,819	–	–	0.15%	73
2015 Q2	$412K	Hold	12,819	–	–	0.13%	78
2015 Q1	$446K	Hold	12,819	–	–	0.14%	77
2014 Q4	$460K	Hold	12,819	–	–	0.15%	75
2014 Q3	$389K	Sell	12,819 -315	-2%	-$9.86K	0.13%	79
2014 Q2	$404K	Buy	13,134 +346	+3%	+$10.7K	0.14%	73
2014 Q1	$388K	Sell	12,788 -294	-2%	-$8.57K	0.14%	74
2013 Q4	$365K	Hold	13,082	–	–	0.13%	78
2013 Q3	$362K	Hold	13,082	–	–	0.14%	77
2013 Q2	$371K	Buy	+13,082	New	+$391K	0.14%	74

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First National Bank & Trust Co of Newtown's XEL Position: Q2 2026 in Review

First National Bank & Trust Co of Newtown held its Xcel Energy (XEL) position steady in Q2 2026 at 4,425 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #121.

First National Bank & Trust Co of Newtown first reported a position in XEL in Q2 2013 and has held it in 53 quarters since. The position peaked at $744K in Q1 2022. 945 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

First National Bank & Trust Co of Newtown held 4,425 shares of Xcel Energy worth $346K as of Q2 2026.
First National Bank & Trust Co of Newtown left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.07% of First National Bank & Trust Co of Newtown's portfolio in Q2 2026, its #121 holding.
First National Bank & Trust Co of Newtown first reported a position in Xcel Energy in Q2 2013 and has held it in 53 quarters since.
First National Bank & Trust Co of Newtown's Xcel Energy position peaked at $744K in Q1 2022.
945 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on First National Bank & Trust Co of Newtown's 13F filing for Q2 2026, filed 6 Aug 2026.