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 Q2	$160K	Hold	1,988	–	–	0.19%	67
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	$158K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Riverview Trust Company's XEL Position: Q2 2026 in Review

Riverview Trust Company held its Xcel Energy (XEL) position steady in Q2 2026 at 1,988 shares worth $160K. 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 30 quarters since. The position peaked at $428K in Q3 2019. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Riverview Trust Company held 1,988 shares of Xcel Energy worth $160K as of Q2 2026.
Riverview Trust Company left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.19% of Riverview Trust Company's portfolio in Q2 2026, its #67 holding.
Riverview Trust Company first reported a position in Xcel Energy in Q4 2018 and has held it in 30 quarters since.
Riverview Trust Company's Xcel Energy position peaked at $428K in Q3 2019.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.