Sanibel Captiva Trust Company’s Xcel Energy XEL Stock Holding History

Sanibel Captiva 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	$1.6M	Buy	19,919 +1,502	+8%	+$120K	0.04%	217
2026 Q1	$1.46M	Sell	18,417 -98	-0.5%	-$7.69K	0.04%	210
2025 Q4	$1.37M	Sell	18,515 -589	-3%	-$46.5K	0.04%	210
2025 Q3	$1.54M	Sell	19,104 -493	-3%	-$35.7K	0.04%	196
2025 Q2	$1.33M	Hold	19,597	–	–	0.04%	201
2025 Q1	$1.39M	Buy	19,597 +59	+0.3%	+$4.02K	0.05%	194
2024 Q4	$1.32M	Buy	19,538 +3,219	+20%	+$216K	0.04%	200
2024 Q3	$1.07M	Buy	16,319 +3,935	+32%	+$233K	0.03%	216
2024 Q2	$661K	Buy	+12,384	New	+$674K	0.02%	241

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

Sanibel Captiva Trust Company's XEL Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Xcel Energy (XEL) stake by 8.2% in Q2 2026, buying an estimated $120K and bringing the position to 19,919 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #217.

Sanibel Captiva Trust Company first reported a position in XEL in Q2 2024 and has held it in 9 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Sanibel Captiva Trust Company held 19,919 shares of Xcel Energy worth $1.6M as of Q2 2026.
Sanibel Captiva Trust Company bought 1,502 Xcel Energy shares in Q2 2026, an estimated $120K.
Xcel Energy made up 0.04% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #217 holding.
Sanibel Captiva Trust Company first reported a position in Xcel Energy in Q2 2024 and has held it in 9 quarters since.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.