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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
Q2 		– Sell
-250
Closed -$19.9K – 395
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Missouri Trust & Investment Company's XEL Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 250 shares — an estimated $19.9K sold.

Missouri Trust & Investment Company first reported a position in XEL in Q4 2021 and held it in 5 quarters. The position peaked at $23.1K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Missouri Trust & Investment Company reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 250 Xcel Energy shares in Q2 2026, an estimated $19.9K.
  • Missouri Trust & Investment Company first reported a position in Xcel Energy in Q4 2021 and held it in 5 quarters.
  • Missouri Trust & Investment Company's Xcel Energy position peaked at $23.1K in Q3 2025.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.