ITIM
XEL icon

Indiana Trust & Investment Management’s Xcel Energy XEL Stock Holding History

Indiana Trust & Investment Management’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
Q4 		– Sell
-406
Closed -$23.2K – 460
2023
Q3 		$23.2K Buy
+406
New +$24.4K 0.01% 312

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Indiana Trust & Investment Management's XEL Position: Q4 2023 in Review

Indiana Trust & Investment Management sold out of Xcel Energy (XEL) in Q4 2023, closing a stake of 406 shares — an estimated $23.2K sold.

Indiana Trust & Investment Management first reported a position in XEL in Q3 2023 and held it in 1 quarter. The position peaked at $23.2K in Q3 2023. 1,018 funds tracked by Wall St. Rank hold XEL as of Q4 2023.

  • Indiana Trust & Investment Management reported no remaining Xcel Energy position as of Q4 2023 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 406 Xcel Energy shares in Q4 2023, an estimated $23.2K.
  • Indiana Trust & Investment Management first reported a position in Xcel Energy in Q3 2023 and held it in 1 quarter.
  • Indiana Trust & Investment Management's Xcel Energy position peaked at $23.2K in Q3 2023.
  • 1,018 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2023.

Based on Indiana Trust & Investment Management's 13F filing for Q4 2023, filed 23 Jan 2024.