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Farmers & Merchants Trust Company’s Xcel Energy XEL Stock Holding History

Farmers & Merchants Trust Company’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
2024
Q2 		– Sell
-15,382
Closed -$827K – 201
2024
Q1 		$827K Buy
+15,382
New +$878K 0.2% 84

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Farmers & Merchants Trust Company's XEL Position: Q2 2024 in Review

Farmers & Merchants Trust Company sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 15,382 shares — an estimated $827K sold.

Farmers & Merchants Trust Company first reported a position in XEL in Q1 2024 and held it in 1 quarter. The position peaked at $827K in Q1 2024. 972 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Farmers & Merchants Trust Company reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • Farmers & Merchants Trust Company sold 15,382 Xcel Energy shares in Q2 2024, an estimated $827K.
  • Farmers & Merchants Trust Company first reported a position in Xcel Energy in Q1 2024 and held it in 1 quarter.
  • Farmers & Merchants Trust Company's Xcel Energy position peaked at $827K in Q1 2024.
  • 972 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Farmers & Merchants Trust Company's 13F filing for Q2 2024, filed 7 Aug 2024.