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

First Western Trust Bank’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	$1.19M	Sell	14,857 -25	-0.2%	-$2K	0.06%	89
2026 Q1	$1.18M	Buy	14,882 +177	+1%	+$13.9K	0.06%	80
2025 Q4	$1.09M	Sell	14,705 -1,288	-8%	-$102K	0.05%	83
2025 Q3	$1.29M	Sell	15,993 -1,426	-8%	-$103K	0.06%	77
2025 Q2	$1.19M	Buy	17,419 +1,400	+9%	+$97.1K	0.05%	81
2025 Q1	$1.13M	Sell	16,019 -3,602	-18%	-$245K	0.05%	78
2024 Q4	$1.32M	Hold	19,621	–	–	0.06%	77
2024 Q3	$1.28M	Buy	19,621 +916	+5%	+$54.3K	0.06%	80
2024 Q2	$999K	Buy	18,705 +15	+0.1%	+$816	0.05%	84
2024 Q1	$1M	Hold	18,690	–	–	0.05%	88
2023 Q4	$1.16M	Buy	18,690 +774	+4%	+$46.4K	0.06%	82
2023 Q3	$1.03M	Sell	17,916 -381	-2%	-$22.9K	0.06%	84
2023 Q2	$1.14M	Sell	18,297 -149	-0.8%	-$9.95K	0.06%	85
2023 Q1	$1.24M	Hold	18,446	–	–	0.06%	84
2022 Q4	$1.29M	Hold	18,446	–	–	0.07%	77
2022 Q3	$1.18M	Hold	18,446	–	–	0.08%	74
2022 Q2	$1.29M	Sell	18,446 -41	-0.2%	-$2.98K	0.09%	74
2022 Q1	$1.34M	Buy	+18,487	New	+$1.27M	0.07%	78

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 Western Trust Bank's XEL Position: Q2 2026 in Review

First Western Trust Bank reduced its Xcel Energy (XEL) stake by 0.17% in Q2 2026, selling an estimated $2K and leaving 14,857 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #89.

First Western Trust Bank first reported a position in XEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.34M in Q1 2022. 1,290 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

First Western Trust Bank held 14,857 shares of Xcel Energy worth $1.19M as of Q2 2026.
First Western Trust Bank sold 25 Xcel Energy shares in Q2 2026, an estimated $2K.
Xcel Energy made up 0.06% of First Western Trust Bank's portfolio in Q2 2026, its #89 holding.
First Western Trust Bank first reported a position in Xcel Energy in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Xcel Energy position peaked at $1.34M in Q1 2022.
1,290 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.