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Community Bank & Trust (Waco, Texas)’s Xcel Energy XEL Stock Holding History

Community Bank & Trust (Waco, Texas)’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
2023
Q1 		– Sell
-4,956
Closed -$347K – 142
2022
Q4 		$347K Buy
+4,956
New +$330K 0.11% 101

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Community Bank & Trust (Waco, Texas)'s XEL Position: Q1 2023 in Review

Community Bank & Trust (Waco, Texas) sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 4,956 shares — an estimated $347K sold.

Community Bank & Trust (Waco, Texas) first reported a position in XEL in Q4 2022 and held it in 1 quarter. The position peaked at $347K in Q4 2022. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

  • Community Bank & Trust (Waco, Texas) reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
  • Community Bank & Trust (Waco, Texas) sold 4,956 Xcel Energy shares in Q1 2023, an estimated $347K.
  • Community Bank & Trust (Waco, Texas) first reported a position in Xcel Energy in Q4 2022 and held it in 1 quarter.
  • Community Bank & Trust (Waco, Texas)'s Xcel Energy position peaked at $347K in Q4 2022.
  • 969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q1 2023, filed 3 May 2023.