AMG National Trust Bank

Bank

Position in XEL — Xcel Energy Inc

CIK 1388829 GREENWOOD VILLAGE, CO

Position in XEL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,490,825

+$28,742 QoQ

Shares Held

31,019

+0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#394

of 1,281 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

AMG National Trust Bank holds $12,161,610 across 9 Utilities - Regulated Electric names. XEL ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	41,134	$3,610,330
2	DUK	Duke Energy CORP	21,959	$2,779,570
3	XEL	Xcel Energy Inc This page	31,019	$2,490,825
4	PPL	PPL Corp	44,504	$1,617,719
5	SO	Southern Co	4,370	$418,252
6	AEP	American Electric Power Co Inc	2,575	$352,285
7	D	Dominion Energy, Inc	4,543	$310,240
8	WEC	Wec Energy Group, Inc.	2,546	$297,296

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,490,825	31,019	+0.1%	Shares	Other	2026-08-07
2026-03-31	$2,462,083	30,993	-7.4%	Shares	Other	2026-05-04
2025-12-31	$2,471,798	33,466	-0.1%	Shares	Sole	2026-01-30
2025-09-30	$2,702,903	33,514	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$2,279,034	33,466	0.0%	Shares	Sole	2025-08-04
2025-03-31	$2,369,057	33,466	+598.8%	Shares	Sole	2025-05-05
2024-12-31	$323,352	4,789	-4.0%	Shares	Sole	2025-02-07
2024-09-30	$325,846	4,990	-5.2%	Shares	Sole	2024-11-07
2024-06-30	$281,043	5,262	-26.7%	Shares	Sole	2024-07-25
2024-03-31	$385,655	7,175	-72.3%	Shares	Other	2024-05-06
2023-12-31	$1,602,540	25,885	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.