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Morton Community Bank’s Xcel Energy XEL Stock Holding History

Morton Community Bank’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 		$5.08M Buy
63,295
+1,250
+2% +$99.8K 1.04% 33
2026
Q1 		$4.93M Buy
62,045
+295
+0.5% +$23.1K 1.07% 40
2025
Q4 		$4.7M Buy
61,750
+1,293
+2% +$102K 1.01% 39
2025
Q3 		$4.91M Buy
60,457
+3,170
+6% +$229K 1.14% 23
2025
Q2 		$3.9M Buy
57,287
+1,970
+4% +$137K 0.97% 46
2025
Q1 		$3.92M Sell
55,317
-186
-0.3% -$12.7K 1.03% 41
2024
Q4 		$3.75M Buy
55,503
+1,005
+2% +$67.4K 0.99% 41
2024
Q3 		$3.56M Buy
54,498
+395
+0.7% +$23.4K 0.93% 53
2024
Q2 		$2.89M Buy
54,103
+3,082
+6% +$168K 0.82% 72
2024
Q1 		$2.74M Buy
51,021
+3,885
+8% +$222K 0.79% 80
2023
Q4 		$2.92M Buy
+47,136
New +$2.83M 0.95% 42

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

Morton Community Bank's XEL Position: Q2 2026 in Review

Morton Community Bank increased its Xcel Energy (XEL) stake by 2% in Q2 2026, buying an estimated $99.8K and bringing the position to 63,295 shares worth $5.08M. The position accounts for 1.04% of the portfolio, ranked #33.

Morton Community Bank first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Morton Community Bank held 63,295 shares of Xcel Energy worth $5.08M as of Q2 2026.
  • Morton Community Bank bought 1,250 Xcel Energy shares in Q2 2026, an estimated $99.8K.
  • Xcel Energy made up 1.04% of Morton Community Bank's portfolio in Q2 2026, its #33 holding.
  • Morton Community Bank first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.