Grove Bank & Trust’s Xcel Energy XEL Stock Holding History

Grove Bank & 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	$4.9K	Hold	61	–	–	﹤0.01%	729
2026 Q1	$4.85K	Hold	61	–	–	﹤0.01%	712
2025 Q4	$4.5K	Hold	61	–	–	﹤0.01%	737
2025 Q3	$4.92K	Hold	61	–	–	﹤0.01%	708
2025 Q2	$4.15K	Hold	61	–	–	﹤0.01%	717
2025 Q1	$4.32K	Hold	61	–	–	﹤0.01%	686
2024 Q4	$4.12K	Buy	+61	New	+$4.09K	﹤0.01%	614
2024 Q2	–	Sell	-124	Closed	-$6.67K	–	592
2024 Q1	$6.67K	Sell	124 -5,353	-98%	-$306K	﹤0.01%	523
2023 Q4	$339K	Buy	5,477 +3,981	+266%	+$239K	0.06%	167
2023 Q3	$85.6K	Buy	1,496 +1,476	+7,380%	+$88.7K	0.02%	304
2023 Q2	$1.24K	Hold	20	–	–	﹤0.01%	615
2023 Q1	$1.35K	Hold	20	–	–	﹤0.01%	677
2022 Q4	$1K	Buy	+20	New	+$1.33K	﹤0.01%	631

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

Grove Bank & Trust's XEL Position: Q2 2026 in Review

Grove Bank & Trust held its Xcel Energy (XEL) position steady in Q2 2026 at 61 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Grove Bank & Trust first reported a position in XEL in Q4 2022 and has held it in 13 quarters since. The position peaked at $339K in Q4 2023. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Grove Bank & Trust held 61 shares of Xcel Energy worth $4.9K as of Q2 2026.
Grove Bank & Trust left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #729 holding.
Grove Bank & Trust first reported a position in Xcel Energy in Q4 2022 and has held it in 13 quarters since.
Grove Bank & Trust's Xcel Energy position peaked at $339K in Q4 2023.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.