HBT
XEL icon

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

Heartland 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 		$287K Sell
3,579
-48
-1% -$3.83K 0.06% 178
2026
Q1 		$288K Buy
+3,627
New +$284K 0.07% 171
2021
Q2 		– Sell
-3,060
Closed -$204K – 160
2021
Q1 		$204K Sell
3,060
-1,802
-37% -$114K 0.19% 112
2020
Q4 		$324K Buy
+4,862
New +$339K 0.29% 89

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Heartland Bank & Trust reduced its Xcel Energy (XEL) stake by 1.3% in Q2 2026, selling an estimated $3.83K and leaving 3,579 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #178.

Heartland Bank & Trust first reported a position in XEL in Q4 2020 and has held it in 4 quarters since. The position peaked at $324K in Q4 2020. 1,294 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Heartland Bank & Trust held 3,579 shares of Xcel Energy worth $287K as of Q2 2026.
  • Heartland Bank & Trust sold 48 Xcel Energy shares in Q2 2026, an estimated $3.83K.
  • Xcel Energy made up 0.06% of Heartland Bank & Trust's portfolio in Q2 2026, its #178 holding.
  • Heartland Bank & Trust first reported a position in Xcel Energy in Q4 2020 and has held it in 4 quarters since.
  • Heartland Bank & Trust's Xcel Energy position peaked at $324K in Q4 2020.
  • 1,294 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.