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Missouri Trust & Investment Company’s Xcel Energy XEL Stock Holding History

Missouri Trust & Investment Company’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
2026
Q1 		$19.9K Sell
250
-37
-13% -$2.9K 0.01% 294
2025
Q4 		$21.2K Hold
287
– – 0.01% 280
2025
Q3 		$23.1K Hold
287
– – 0.01% 277
2025
Q2 		$19.5K Buy
+287
New +$19.9K 0.01% 275
2022
Q1 		– Sell
-50
Closed -$3K – 400
2021
Q4 		$3K Buy
+50
New +$3.26K ﹤0.01% 356

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Missouri Trust & Investment Company's XEL Position: Q1 2026 in Review

Missouri Trust & Investment Company reduced its Xcel Energy (XEL) stake by 13% in Q1 2026, selling an estimated $2.9K and leaving 250 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #294.

Missouri Trust & Investment Company first reported a position in XEL in Q4 2021 and has held it in 5 quarters since. The position peaked at $23.1K in Q3 2025. 1,268 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Missouri Trust & Investment Company held 250 shares of Xcel Energy worth $19.9K as of Q1 2026.
  • Missouri Trust & Investment Company sold 37 Xcel Energy shares in Q1 2026, an estimated $2.9K.
  • Xcel Energy made up 0.01% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #294 holding.
  • Missouri Trust & Investment Company first reported a position in Xcel Energy in Q4 2021 and has held it in 5 quarters since.
  • Missouri Trust & Investment Company's Xcel Energy position peaked at $23.1K in Q3 2025.
  • 1,268 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.