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Moody National Bank Trust Division’s Xcel Energy XEL Stock Holding History

Moody National Bank Trust Division’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
Q3 		$395K Buy
5,599
+110
+2% +$8.47K 0.03% 374
2026
Q2 		$441K Buy
5,489
+94
+2% +$7.5K 0.04% 363
2026
Q1 		$429K Sell
5,395
-144
-3% -$11.3K 0.04% 362
2025
Q4 		$409K Buy
5,539
+151
+3% +$11.9K 0.04% 367
2025
Q3 		$435K Hold
5,388
– – 0.04% 365
2025
Q2 		$367K Buy
5,388
+184
+4% +$12.8K 0.03% 382
2025
Q1 		$368K Hold
5,204
– – 0.04% 380
2024
Q4 		$351K Sell
5,204
-300
-5% -$20.1K 0.04% 386
2024
Q3 		$359K Buy
5,504
+450
+9% +$26.7K 0.04% 379
2024
Q2 		$270K Buy
5,054
+1,234
+32% +$67.1K 0.02% 393
2024
Q1 		$205K Buy
3,820
+266
+7% +$15.2K 0.02% 437
2023
Q4 		$220K Sell
3,554
-5,238
-60% -$314K 0.02% 444
2023
Q3 		$503K Sell
8,792
-671
-7% -$40.3K 0.03% 380
2023
Q2 		$588K Hold
9,463
– – 0.04% 335
2023
Q1 		$638K Hold
9,463
– – 0.05% 301
2022
Q4 		$663K Buy
9,463
+188
+2% +$12.5K 0.06% 273
2022
Q3 		$593K Hold
9,275
– – 0.06% 288
2022
Q2 		$656K Buy
9,275
+5,033
+119% +$366K 0.07% 241
2022
Q1 		$306K Hold
4,242
– – 0.01% 329
2021
Q4 		$288K Hold
4,242
– – 0.01% 332
2021
Q3 		$265K Sell
4,242
-669
-14% -$45.2K ﹤0.01% 377
2021
Q2 		$323K Sell
4,911
-69
-1% -$4.8K 0.01% 352
2021
Q1 		$331K Buy
4,980
+69
+1% +$4.36K 0.01% 345
2020
Q4 		$328K Hold
4,911
– – 0.01% 333
2020
Q3 		$338K Sell
4,911
-100
-2% -$6.82K 0.01% 311
2020
Q2 		$313K Buy
5,011
+388
+8% +$24.5K 0.01% 311
2020
Q1 		$279K Buy
4,623
+1,069
+30% +$69.7K 0.01% 295
2019
Q4 		$226K Hold
3,554
– – 0.01% 341
2019
Q3 		$231K Hold
3,554
– – 0.01% 338
2019
Q2 		$211K Hold
3,554
– – 0.01% 344
2019
Q1 		$200K Sell
3,554
-322
-8% -$17.1K 0.01% 339
2018
Q4 		$191K Buy
3,876
+322
+9% +$16.1K 0.01% 327
2018
Q3 		$168K Buy
+3,554
New +$168K ﹤0.01% 331

Other funds holding XEL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Moody National Bank Trust Division's XEL Position: Q3 2026 in Review

Moody National Bank Trust Division increased its Xcel Energy (XEL) stake by 2% in Q3 2026, buying an estimated $8.47K and bringing the position to 5,599 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #374.

Moody National Bank Trust Division first reported a position in XEL in Q3 2018 and has held it in 33 quarters since. The position peaked at $663K in Q4 2022. 43 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Moody National Bank Trust Division held 5,599 shares of Xcel Energy worth $395K as of Q3 2026.
  • Moody National Bank Trust Division bought 110 Xcel Energy shares in Q3 2026, an estimated $8.47K.
  • Xcel Energy made up 0.03% of Moody National Bank Trust Division's portfolio in Q3 2026, its #374 holding.
  • Moody National Bank Trust Division first reported a position in Xcel Energy in Q3 2018 and has held it in 33 quarters since.
  • Moody National Bank Trust Division's Xcel Energy position peaked at $663K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.