Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Xcel Energy XEL Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$210M Buy
2,642,020
+233,503
+10% +$18.3M 0.52% 30
2025
Q4 		$178M Sell
2,408,517
-68,090
-3% -$5.37M 0.42% 39
2025
Q3 		$200M Sell
2,476,607
-1,039,449
-30% -$75.2M 0.44% 38
2025
Q2 		$239M Buy
3,516,056
+283,048
+9% +$19.6M 0.55% 24
2025
Q1 		$229M Sell
3,233,008
-279,172
-8% -$19M 0.6% 26
2024
Q4 		$237M Sell
3,512,180
-237,927
-6% -$16M 0.56% 29
2024
Q3 		$245M Buy
3,750,107
+294,824
+9% +$17.5M 0.56% 31
2024
Q2 		$185M Sell
3,455,283
-730,818
-17% -$39.8M 0.44% 41
2024
Q1 		$223M Buy
4,186,101
+74,690
+2% +$4.26M 0.51% 32
2023
Q4 		$255M Buy
4,111,411
+503,683
+14% +$30.2M 0.6% 23
2023
Q3 		$206M Sell
3,607,728
-148,626
-4% -$8.93M 0.52% 35
2023
Q2 		$234M Sell
3,756,354
-489,444
-12% -$32.7M 0.54% 33
2023
Q1 		$286M Buy
4,245,798
+133,093
+3% +$8.98M 0.7% 22
2022
Q4 		$288M Sell
4,112,705
-651,685
-14% -$43.4M 0.75% 21
2022
Q3 		$305M Sell
4,764,390
-123,540
-3% -$8.99M 0.85% 15
2022
Q2 		$346M Buy
4,887,930
+61,383
+1% +$4.47M 0.88% 15
2022
Q1 		$348M Buy
4,826,547
+115,086
+2% +$7.91M 0.8% 16
2021
Q4 		$319M Sell
4,711,461
-8,407
-0.2% -$548K 0.66% 20
2021
Q3 		$295M Buy
4,719,868
+642,869
+16% +$43.4M 0.64% 25
2021
Q2 		$273M Buy
4,076,999
+106,846
+3% +$7.44M 0.58% 24
2021
Q1 		$265M Buy
3,970,153
+169,278
+4% +$10.7M 0.58% 25
2020
Q4 		$253M Buy
3,800,875
+203,229
+6% +$14.2M 0.51% 30
2020
Q3 		$248M Sell
3,597,646
-250,354
-7% -$17.1M 0.56% 31
2020
Q2 		$241M Buy
3,848,000
+856,178
+29% +$54M 0.58% 30
2020
Q1 		$180M Buy
2,991,822
+2,307,451
+337% +$150M 0.53% 39
2019
Q4 		$43.5M Sell
684,371
-23,409
-3% -$1.46M 0.1% 220
2019
Q3 		$46.2M Buy
707,780
+56,831
+9% +$3.54M 0.12% 199
2019
Q2 		$38.6M Buy
650,949
+35,536
+6% +$2.04M 0.13% 185
2019
Q1 		$34.6M Buy
615,413
+35,026
+6% +$1.86M 0.13% 196
2018
Q4 		$28.6M Buy
580,387
+49,443
+9% +$2.48M 0.12% 205
2018
Q3 		$25.1M Sell
530,944
-641,917
-55% -$30.3M 0.09% 267
2018
Q2 		$53.6M Buy
1,172,861
+9,027
+0.8% +$404K 0.09% 247
2018
Q1 		$52.9M Buy
1,163,834
+761
+0.1% +$33.9K 0.09% 248
2017
Q4 		$56M Sell
1,163,073
-4,872
-0.4% -$242K 0.1% 232
2017
Q3 		$55.3M Buy
1,167,945
+26,050
+2% +$1.25M 0.1% 225
2017
Q2 		$52.4M Sell
1,141,895
-24,295
-2% -$1.12M 0.1% 232
2017
Q1 		$51.8M Sell
1,166,190
-8,178
-0.7% -$347K 0.1% 238
2016
Q4 		$47.8M Sell
1,174,368
-27,389
-2% -$1.1M 0.1% 237
2016
Q3 		$49.4M Buy
1,201,757
+30,076
+3% +$1.29M 0.1% 239
2016
Q2 		$52.5M Buy
1,171,681
+70,438
+6% +$2.91M 0.12% 215
2016
Q1 		$46.1M Buy
1,101,243
+26,910
+3% +$1.05M 0.1% 230
2015
Q4 		$38.6M Buy
1,074,333
+23,456
+2% +$837K 0.09% 259
2015
Q3 		$37.2M Buy
1,050,877
+11,623
+1% +$395K 0.09% 256
2015
Q2 		$33.4M Buy
1,039,254
+21,219
+2% +$714K 0.08% 300
2015
Q1 		$35.4M Buy
1,018,035
+24,977
+3% +$893K 0.08% 292
2014
Q4 		$35.7M Sell
993,058
-18,508
-2% -$621K 0.08% 282
2014
Q3 		$30.8M Sell
1,011,566
-63,914
-6% -$2M 0.07% 307
2014
Q2 		$34.7M Sell
1,075,480
-389,418
-27% -$12.1M 0.08% 296
2014
Q1 		$44.5M Buy
1,464,898
+5,157
+0.4% +$150K 0.11% 229
2013
Q4 		$40.8M Sell
1,459,741
-38,865
-3% -$1.1M 0.1% 240
2013
Q3 		$41.4M Buy
1,498,606
+62,482
+4% +$1.79M 0.11% 221
2013
Q2 		$40.7M Buy
+1,436,124
New +$42.9M 0.11% 203

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's XEL Position: Q1 2026 in Review

Mitsubishi UFJ Trust & Banking increased its Xcel Energy (XEL) stake by 9.7% in Q1 2026, buying an estimated $18.3M and bringing the position to 2,642,020 shares worth $210M. The position accounts for 0.52% of the portfolio, ranked #30.

Mitsubishi UFJ Trust & Banking first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $348M in Q1 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Mitsubishi UFJ Trust & Banking held 2,642,020 shares of Xcel Energy worth $210M as of Q1 2026.
  • Mitsubishi UFJ Trust & Banking bought 233,503 Xcel Energy shares in Q1 2026, an estimated $18.3M.
  • Xcel Energy made up 0.52% of Mitsubishi UFJ Trust & Banking's portfolio in Q1 2026, its #30 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
  • Mitsubishi UFJ Trust & Banking's Xcel Energy position peaked at $348M in Q1 2022.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q1 2026, filed 12 May 2026.