IAT Reinsurance’s Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 XELLL Stock Holding History

IAT Reinsurance’s Portfolio XELLL Stock Details XELLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.94M	Buy	200,000 +120,000	+150%	+$2.99M	1.6%	16
2025 Q4	$2M	Buy	+80,000	New	+$2M	0.59%	30

Other funds holding XELLL

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

IAT Reinsurance's XELLL Position: Q1 2026 in Review

IAT Reinsurance increased its Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 (XELLL) stake by 150% in Q1 2026, buying an estimated $2.99M and bringing the position to 200,000 shares worth $4.94M. The position accounts for 1.6% of the portfolio, ranked #16.

IAT Reinsurance first reported a position in XELLL in Q4 2025 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold XELLL as of Q1 2026.

IAT Reinsurance held 200,000 shares of Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 worth $4.94M as of Q1 2026.
IAT Reinsurance bought 120,000 Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 shares in Q1 2026, an estimated $2.99M.
Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 made up 1.6% of IAT Reinsurance's portfolio in Q1 2026, its #16 holding.
IAT Reinsurance first reported a position in Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 in Q4 2025 and has held it in 2 quarters since.
4 funds tracked by Wall St. Rank held Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 as of Q1 2026.

Based on IAT Reinsurance's 13F filing for Q1 2026, filed 14 May 2026.