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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heartland Bank & Trust's XEL Position: Q1 2026 in Review

Heartland Bank & Trust opened a new position in Xcel Energy (XEL) in Q1 2026: 3,627 shares worth $288K. The stake represents 0.07% of the portfolio and ranks #171 among its holdings. This is a return to the name: Heartland Bank & Trust previously reported a position in XEL as recently as Q1 2021.

Heartland Bank & Trust first reported a position in XEL in Q4 2020 and has held it in 3 quarters since. The position peaked at $324K in Q4 2020. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Heartland Bank & Trust held 3,627 shares of Xcel Energy worth $288K as of Q1 2026.
  • Xcel Energy was a new Heartland Bank & Trust position in Q1 2026.
  • Xcel Energy made up 0.07% of Heartland Bank & Trust's portfolio in Q1 2026, its #171 holding.
  • Heartland Bank & Trust first reported a position in Xcel Energy in Q4 2020 and has held it in 3 quarters since.
  • Heartland Bank & Trust's Xcel Energy position peaked at $324K in Q4 2020.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.