Trust Company’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.4K | Sell |
329
-2,942
| -90% | -$235K | ﹤0.01% | 355 |
|
|
2026
Q1 | $260K | Buy |
3,271
+329
| +11% | +$25.8K | 0.02% | 161 |
|
|
2025
Q4 | $217K | Buy |
2,942
+60
| +2% | +$4.73K | 0.02% | 162 |
|
|
2025
Q3 | $232K | Hold |
2,882
| – | – | 0.02% | 133 |
|
|
2025
Q2 | $196K | Hold |
2,882
| – | – | 0.02% | 147 |
|
|
2025
Q1 | $204K | Hold |
2,882
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $195K | Hold |
2,882
| – | – | 0.02% | 142 |
|
|
2024
Q3 | $188K | Hold |
2,882
| – | – | 0.02% | 135 |
|
|
2024
Q2 | $154K | Hold |
2,882
| – | – | 0.02% | 134 |
|
|
2024
Q1 | $155K | Hold |
2,882
| – | – | 0.02% | 131 |
|
|
2023
Q4 | $178K | Sell |
2,882
-2,328
| -45% | -$140K | 0.02% | 130 |
|
|
2023
Q3 | $298K | Hold |
5,210
| – | – | 0.05% | 105 |
|
|
2023
Q2 | $324K | Buy |
5,210
+2,328
| +81% | +$155K | 0.05% | 117 |
|
|
2023
Q1 | $194K | Hold |
2,882
| – | – | 0.03% | 133 |
|
|
2022
Q4 | $202K | Hold |
2,882
| – | – | 0.03% | 135 |
|
|
2022
Q3 | $184K | Hold |
2,882
| – | – | 0.04% | 132 |
|
|
2022
Q2 | $204K | Hold |
2,882
| – | – | 0.04% | 130 |
|
|
2022
Q1 | $208K | Hold |
2,882
| – | – | 0.04% | 131 |
|
|
2021
Q4 | $195K | Hold |
2,882
| – | – | 0.05% | 113 |
|
|
2021
Q3 | $180K | Hold |
2,882
| – | – | 0.05% | 113 |
|
|
2021
Q2 | $190K | Hold |
2,882
| – | – | 0.13% | 103 |
|
|
2021
Q1 | $192K | Hold |
2,882
| – | – | 0.14% | 110 |
|
|
2020
Q4 | $192K | Hold |
2,882
| – | – | 0.15% | 107 |
|
|
2020
Q3 | $199K | Buy |
+2,882
| New | +$197K | 0.17% | 104 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$8K | – | 367 |
|
|
2016
Q4 | $8K | Sell |
200
-89
| -31% | -$3.56K | ﹤0.01% | 304 |
|
|
2016
Q3 | $12K | Buy |
289
+89
| +45% | +$3.81K | 0.01% | 287 |
|
|
2016
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 297 |
|
|
2016
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 292 |
|
|
2015
Q4 | $7.18K | Hold |
200
| – | – | ﹤0.01% | 291 |
|
|
2015
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 310 |
|
|
2015
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 309 |
|
|
2015
Q1 | $7K | Buy |
+200
| New | +$7.15K | ﹤0.01% | 252 |
|
Other funds holding XEL
Trust Company's XEL Position: Q2 2026 in Review
Trust Company reduced its Xcel Energy (XEL) stake by 90% in Q2 2026, selling an estimated $235K and leaving 329 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #355.
Trust Company first reported a position in XEL in Q1 2015 and has held it in 32 quarters since. The position peaked at $324K in Q2 2023. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Trust Company held 329 shares of Xcel Energy worth $26.4K as of Q2 2026.
- Trust Company sold 2,942 Xcel Energy shares in Q2 2026, an estimated $235K.
- Xcel Energy made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #355 holding.
- Trust Company first reported a position in Xcel Energy in Q1 2015 and has held it in 32 quarters since.
- Trust Company's Xcel Energy position peaked at $324K in Q2 2023.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.