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Mizuho Trust & Banking’s Xcel Energy XEL Stock Holding History

Mizuho 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
2016
Q4 		– Sell
-859,562
Closed -$35.4M – 670
2016
Q3 		$35.4M Buy
859,562
+36,617
+4% +$1.57M 0.1% 225
2016
Q2 		$36.9M Buy
822,945
+11,617
+1% +$481K 0.11% 206
2016
Q1 		$33.9M Buy
811,328
+35,018
+5% +$1.37M 0.11% 215
2015
Q4 		$28.3M Sell
776,310
-3,589
-0.5% -$128K 0.09% 238
2015
Q3 		$27.6M Buy
779,899
+24,656
+3% +$838K 0.1% 231
2015
Q2 		$24.3M Buy
755,243
+6,351
+0.8% +$214K 0.08% 272
2015
Q1 		$26.1M Buy
748,892
+31,036
+4% +$1.11M 0.09% 259
2014
Q4 		$25.8M Buy
717,856
+58,458
+9% +$1.96M 0.09% 251
2014
Q3 		$20M Sell
659,398
-31,230
-5% -$977K 0.08% 289
2014
Q2 		$22.3M Sell
690,628
-27,683
-4% -$858K 0.08% 276
2014
Q1 		$21.8M Sell
718,311
-6,878
-0.9% -$201K 0.08% 282
2013
Q4 		$20.3M Buy
725,189
+8,630
+1% +$244K 0.08% 292
2013
Q3 		$20.3M Hold
716,559
– – 0.08% 282
2013
Q2 		$20.3M Buy
+716,559
New +$21.4M 0.09% 281

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mizuho Trust & Banking's XEL Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Xcel Energy (XEL) in Q4 2016, closing a stake of 859,562 shares — an estimated $35.4M sold.

Mizuho Trust & Banking first reported a position in XEL in Q2 2013 and held it in 14 quarters. The position peaked at $36.9M in Q2 2016. 628 funds tracked by Wall St. Rank hold XEL as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining Xcel Energy position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 859,562 Xcel Energy shares in Q4 2016, an estimated $35.4M.
  • Mizuho Trust & Banking first reported a position in Xcel Energy in Q2 2013 and held it in 14 quarters.
  • Mizuho Trust & Banking's Xcel Energy position peaked at $36.9M in Q2 2016.
  • 628 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.