Iowa State Bank’s Xcel Energy XEL Stock Holding History

Iowa State Bank’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 Q2	–	Sell	-3,400	Closed	-$226K	–	123
2021 Q1	$226K	Hold	3,400	–	–	0.07%	115
2020 Q4	$227K	Hold	3,400	–	–	0.08%	114
2020 Q3	$235K	Hold	3,400	–	–	0.09%	107
2020 Q2	$213K	Hold	3,400	–	–	0.09%	104
2020 Q1	$205K	Hold	3,400	–	–	0.1%	116
2019 Q4	$216K	Hold	3,400	–	–	0.08%	127
2019 Q3	$221K	Hold	3,400	–	–	0.08%	123
2019 Q2	$202K	Buy	+3,400	New	+$195K	0.09%	100

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 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

MAM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Iowa State Bank's XEL Position: Q2 2021 in Review

Iowa State Bank sold out of Xcel Energy (XEL) in Q2 2021, closing a stake of 3,400 shares — an estimated $226K sold.

Iowa State Bank first reported a position in XEL in Q2 2019 and held it in 8 quarters. The position peaked at $235K in Q3 2020. 850 funds tracked by Wall St. Rank hold XEL as of Q2 2021.

Iowa State Bank reported no remaining Xcel Energy position as of Q2 2021 after selling out during the quarter.
Iowa State Bank sold 3,400 Xcel Energy shares in Q2 2021, an estimated $226K.
Iowa State Bank first reported a position in Xcel Energy in Q2 2019 and held it in 8 quarters.
Iowa State Bank's Xcel Energy position peaked at $235K in Q3 2020.
850 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2021.

Based on Iowa State Bank's 13F filing for Q2 2021, filed 3 Aug 2021.