Security National Bank’s Xcel Energy XEL Stock Holding History

Security National 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	–	Sell	-55	Closed	-$4.37K	–	444
2026 Q1	$4.37K	Buy	+55	New	+$4.31K	﹤0.01%	351

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

Security National Bank's XEL Position: Q2 2026 in Review

Security National Bank sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 55 shares — an estimated $4.37K sold.

Security National Bank first reported a position in XEL in Q1 2026 and held it in 1 quarter. The position peaked at $4.37K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Security National Bank reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
Security National Bank sold 55 Xcel Energy shares in Q2 2026, an estimated $4.37K.
Security National Bank first reported a position in Xcel Energy in Q1 2026 and held it in 1 quarter.
Security National Bank's Xcel Energy position peaked at $4.37K in Q1 2026.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.