IberiaBank’s Xcel Energy XEL Stock Holding History

IberiaBank’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
2020 Q2	$293K	Sell	4,688 -132	-3%	-$8.32K	0.03%	184
2020 Q1	$291K	Buy	4,820 +26	+0.5%	+$1.69K	0.04%	183
2019 Q4	$304K	Buy	4,794 +28	+0.6%	+$1.75K	0.03%	195
2019 Q3	$309K	Sell	4,766 -7	-0.1%	-$436	0.04%	189
2019 Q2	$284K	Sell	4,773 -48	-1%	-$2.76K	0.03%	209
2019 Q1	$271K	Sell	4,821 -1,339	-22%	-$71.2K	0.03%	212
2018 Q4	$304K	Sell	6,160 -19	-0.3%	-$953	0.04%	206
2018 Q3	$292K	Buy	6,179 +579	+10%	+$27.3K	0.04%	228
2018 Q2	$256K	Buy	5,600 +30	+0.5%	+$1.34K	0.04%	197
2018 Q1	$253K	Sell	5,570 -20	-0.4%	-$891	0.05%	193
2017 Q4	$269K	Buy	+5,590	New	+$277K	0.04%	201

Other funds holding XEL

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

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

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

MAM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

IberiaBank's XEL Position: Q2 2020 in Review

IberiaBank reduced its Xcel Energy (XEL) stake by 2.7% in Q2 2020, selling an estimated $8.32K and leaving 4,688 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #184.

IberiaBank first reported a position in XEL in Q4 2017 and has held it in 11 quarters since. The position peaked at $309K in Q3 2019. 820 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

IberiaBank held 4,688 shares of Xcel Energy worth $293K as of Q2 2020.
IberiaBank sold 132 Xcel Energy shares in Q2 2020, an estimated $8.32K.
Xcel Energy made up 0.03% of IberiaBank's portfolio in Q2 2020, its #184 holding.
IberiaBank first reported a position in Xcel Energy in Q4 2017 and has held it in 11 quarters since.
IberiaBank's Xcel Energy position peaked at $309K in Q3 2019.
820 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.