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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
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 $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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morton Community Bank's XEL Position: Q1 2026 in Review

Morton Community Bank increased its Xcel Energy (XEL) stake by 0.48% in Q1 2026, buying an estimated $23.1K and bringing the position to 62,045 shares worth $4.93M. The position accounts for 1.07% of the portfolio, ranked #40.

Morton Community Bank first reported a position in XEL in Q4 2023 and has held it in 10 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Morton Community Bank held 62,045 shares of Xcel Energy worth $4.93M as of Q1 2026.
  • Morton Community Bank bought 295 Xcel Energy shares in Q1 2026, an estimated $23.1K.
  • Xcel Energy made up 1.07% of Morton Community Bank's portfolio in Q1 2026, its #40 holding.
  • Morton Community Bank first reported a position in Xcel Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.