Itau Unibanco Holding S.A.’s Xcel Energy XEL Stock Holding History

Itau Unibanco Holding S.A.’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
2025 Q1	–	Sell	-769	Closed	-$51.9K	–	466
2024 Q4	$51.9K	Buy	+769	New	+$51.6K	﹤0.01%	241
2023 Q3	–	Sell	-601	Closed	-$37.4K	–	573
2023 Q2	$37.4K	Buy	+601	New	+$40.1K	﹤0.01%	366
2022 Q2	–	Sell	-17	Closed	-$1K	–	622
2022 Q1	$1K	Buy	+17	New	+$1.17K	﹤0.01%	497
2021 Q4	–	Sell	-529	Closed	-$33K	–	483
2021 Q3	$33K	Buy	+529	New	+$35.7K	﹤0.01%	301
2019 Q3	–	Sell	-11,754	Closed	-$699K	–	686
2019 Q2	$699K	Buy	+11,754	New	+$676K	0.03%	164
2017 Q3	–	Sell	-230	Closed	-$11K	–	720
2017 Q2	$11K	Sell	230 -60	-21%	-$2.76K	﹤0.01%	515
2017 Q1	$13K	Buy	+290	New	+$12.3K	﹤0.01%	514

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Itau Unibanco Holding S.A.'s XEL Position: Q1 2025 in Review

Itau Unibanco Holding S.A. sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 769 shares — an estimated $51.9K sold.

Itau Unibanco Holding S.A. first reported a position in XEL in Q1 2017 and held it in 7 quarters. The position peaked at $699K in Q2 2019. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

Itau Unibanco Holding S.A. reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 769 Xcel Energy shares in Q1 2025, an estimated $51.9K.
Itau Unibanco Holding S.A. first reported a position in Xcel Energy in Q1 2017 and held it in 7 quarters.
Itau Unibanco Holding S.A.'s Xcel Energy position peaked at $699K in Q2 2019.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2025, filed 14 May 2025.