FIRST NATIONAL BANK & TRUST CO OF NEWTOWN
BankPosition in XEL — Xcel Energy Inc
CIK 1339908
NEWTOWN, PA
Position in XEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$355,327
+$3,805 QoQ
Shares Held
4,425
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#774
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST NATIONAL BANK & TRUST CO OF NEWTOWN holds $6,384,140 across 9 Utilities - Regulated Electric names. XEL ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,772 | $2,613,088 | |
| 2 | AEP |
American Electric Power Co Inc
|
6,771 | $926,340 | |
| 3 | PPL |
PPL Corp
|
18,396 | $668,694 | |
| 4 | DUK |
Duke Energy CORP
|
5,130 | $649,355 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
4,425 | $355,327 | |
| 6 | EXC |
Exelon Corp
|
7,435 | $346,619 | |
| 7 | SO |
Southern Co
|
3,127 | $299,284 | |
| 8 | D |
Dominion Energy, Inc
|
4,250 | $290,232 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,327 | 4,425 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $351,522 | 4,425 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $413,911 | 5,604 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $451,962 | 5,604 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $541,462 | 7,951 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $567,451 | 8,016 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $541,239 | 8,016 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $523,444 | 8,016 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $428,134 | 8,016 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $522,342 | 9,718 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $621,699 | 10,042 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $577,464 | 10,092 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $627,419 | 10,092 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $680,604 | 10,092 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $707,549 | 10,092 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $645,888 | 10,092 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $714,108 | 10,092 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $743,494 | 10,302 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $697,445 | 10,302 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $643,874 | 10,302 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $688,576 | 10,452 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $660,443 | 9,930 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $687,233 | 10,308 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $711,354 | 10,308 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $647,374 | 10,358 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $624,586 | 10,358 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||