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Riverview Trust Company’s Xcel Energy XEL Stock Holding History

Riverview Trust Company’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 		$158K Hold
1,988
– – 0.19% 67
2025
Q4 		$147K Hold
1,988
– – 0.18% 71
2025
Q3 		$160K Hold
1,988
– – 0.19% 70
2025
Q2 		$135K Sell
1,988
-345
-15% -$23.9K 0.17% 80
2025
Q1 		$165K Sell
2,333
-15
-0.6% -$1.02K 0.16% 112
2024
Q4 		$159K Hold
2,348
– – 0.14% 113
2024
Q3 		$153K Buy
2,348
+15
+0.6% +$890 0.13% 114
2024
Q2 		$125K Hold
2,333
– – 0.12% 128
2024
Q1 		$125K Buy
+2,333
New +$133K 0.1% 141
2023
Q4 		– Sell
-2,333
Closed -$133K – 648
2023
Q3 		$133K Sell
2,333
-210
-8% -$12.6K 0.12% 123
2023
Q2 		$158K Hold
2,543
– – 0.14% 101
2023
Q1 		$172K Buy
2,543
+210
+9% +$14.2K 0.16% 96
2022
Q4 		$164K Sell
2,333
-480
-17% -$31.9K 0.16% 107
2022
Q3 		$180K Hold
2,813
– – 0.17% 96
2022
Q2 		$199K Hold
2,813
– – 0.17% 98
2022
Q1 		$203K Buy
2,813
+480
+21% +$33K 0.15% 102
2021
Q4 		$158 Hold
2,333
– – 0.09% 95
2021
Q3 		$146K Hold
2,333
– – 0.15% 96
2021
Q2 		$154K Hold
2,333
– – 0.16% 94
2021
Q1 		$155K Hold
2,333
– – 0.17% 92
2020
Q4 		$156K Sell
2,333
-1,281
-35% -$89.3K 0.17% 89
2020
Q3 		$249K Sell
3,614
-2,025
-36% -$138K 0.29% 65
2020
Q2 		$352K Hold
5,639
– – 0.34% 58
2020
Q1 		$340K Sell
5,639
-910
-14% -$59.3K 0.33% 55
2019
Q4 		$416K Sell
6,549
-44
-0.7% -$2.75K 0.28% 67
2019
Q3 		$428K Sell
6,593
-23
-0.3% -$1.43K 0.3% 65
2019
Q2 		$394K Hold
6,616
– – 0.28% 69
2019
Q1 		$372K Hold
6,616
– – 0.28% 70
2018
Q4 		$326K Buy
+6,616
New +$332K 0.26% 70

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

Riverview Trust Company's XEL Position: Q1 2026 in Review

Riverview Trust Company held its Xcel Energy (XEL) position steady in Q1 2026 at 1,988 shares worth $158K. The position accounts for 0.19% of the portfolio, ranked #67.

Riverview Trust Company first reported a position in XEL in Q4 2018 and has held it in 29 quarters since. The position peaked at $428K in Q3 2019. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Riverview Trust Company held 1,988 shares of Xcel Energy worth $158K as of Q1 2026.
  • Riverview Trust Company left its Xcel Energy share count unchanged in Q1 2026.
  • Xcel Energy made up 0.19% of Riverview Trust Company's portfolio in Q1 2026, its #67 holding.
  • Riverview Trust Company first reported a position in Xcel Energy in Q4 2018 and has held it in 29 quarters since.
  • Riverview Trust Company's Xcel Energy position peaked at $428K in Q3 2019.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.