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First United Bank & Trust’s Xcel Energy XEL Stock Holding History

First United Bank & Trust’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
-80
Closed -$4.3K – 421
2024
Q1 		$4.3K Hold
80
– – ﹤0.01% 382
2023
Q4 		$4.95K Buy
+80
New +$4.8K ﹤0.01% 392

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First United Bank & Trust's XEL Position: Q2 2024 in Review

First United Bank & Trust sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 80 shares — an estimated $4.3K sold.

First United Bank & Trust first reported a position in XEL in Q4 2023 and held it in 2 quarters. The position peaked at $4.95K in Q4 2023. 973 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • First United Bank & Trust reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • First United Bank & Trust sold 80 Xcel Energy shares in Q2 2024, an estimated $4.3K.
  • First United Bank & Trust first reported a position in Xcel Energy in Q4 2023 and held it in 2 quarters.
  • First United Bank & Trust's Xcel Energy position peaked at $4.95K in Q4 2023.
  • 973 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on First United Bank & Trust's 13F filing for Q2 2024, filed 12 Aug 2024.