First Midwest Bank Trust Division’s Xcel Energy XEL Stock Holding History

First Midwest Bank Trust Division’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
2021 Q4	$582K	Sell	8,603 -1,000	-10%	-$65.2K	0.07%	240
2021 Q3	$600K	Buy	9,603 +168	+2%	+$11.3K	0.09%	221
2021 Q2	$622K	Buy	9,435 +145	+2%	+$10.1K	0.08%	234
2021 Q1	$618K	Sell	9,290 -276	-3%	-$17.4K	0.09%	220
2020 Q4	$638K	Sell	9,566 -245	-2%	-$17.1K	0.09%	210
2020 Q3	$677K	Buy	9,811 +1,060	+12%	+$72.3K	0.11%	198
2020 Q2	$547K	Buy	8,751 +160	+2%	+$10.1K	0.09%	228
2020 Q1	$518K	Sell	8,591 -1,428	-14%	-$93.1K	0.09%	211
2019 Q4	$636K	Hold	10,019	–	–	0.09%	228
2019 Q3	$650K	Sell	10,019 -2,795	-22%	-$174K	0.09%	222
2019 Q2	$762K	Buy	12,814 +3,045	+31%	+$175K	0.11%	212
2019 Q1	$549K	Hold	9,769	–	–	0.07%	259
2018 Q4	$481K	Sell	9,769 -300	-3%	-$15K	0.07%	251
2018 Q3	$475K	Hold	10,069	–	–	0.06%	284
2018 Q2	$460K	Buy	10,069 +909	+10%	+$40.7K	0.07%	291
2018 Q1	$417K	Sell	9,160 -3,357	-27%	-$150K	0.06%	304
2017 Q4	$602K	Sell	12,517 -767	-6%	-$38.1K	0.08%	289
2017 Q3	$628K	Buy	13,284 +564	+4%	+$27.1K	0.08%	284
2017 Q2	$584K	Buy	12,720 +2,215	+21%	+$102K	0.07%	300
2017 Q1	$467K	Buy	10,505 +175	+2%	+$7.42K	0.06%	340
2016 Q4	$421K	Buy	10,330 +600	+6%	+$24K	0.05%	347
2016 Q3	$400K	Hold	9,730	–	–	0.05%	341
2016 Q2	$436K	Buy	+9,730	New	+$403K	0.05%	315

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Midwest Bank Trust Division's XEL Position: Q4 2021 in Review

First Midwest Bank Trust Division reduced its Xcel Energy (XEL) stake by 10% in Q4 2021, selling an estimated $65.2K and leaving 8,603 shares worth $582K. The position accounts for 0.07% of the portfolio, ranked #240.

First Midwest Bank Trust Division first reported a position in XEL in Q2 2016 and has held it in 23 quarters since. The position peaked at $762K in Q2 2019. 910 funds tracked by Wall St. Rank hold XEL as of Q4 2021.

First Midwest Bank Trust Division held 8,603 shares of Xcel Energy worth $582K as of Q4 2021.
First Midwest Bank Trust Division sold 1,000 Xcel Energy shares in Q4 2021, an estimated $65.2K.
Xcel Energy made up 0.07% of First Midwest Bank Trust Division's portfolio in Q4 2021, its #240 holding.
First Midwest Bank Trust Division first reported a position in Xcel Energy in Q2 2016 and has held it in 23 quarters since.
First Midwest Bank Trust Division's Xcel Energy position peaked at $762K in Q2 2019.
910 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2021.

Based on First Midwest Bank Trust Division's 13F filing for Q4 2021, filed 18 Jan 2022.