MUFG Americas’s Xcel Energy XEL Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-2,317	Closed	-$148K	–	861
2022 Q3	$148K	Sell	2,317 -128	-5%	-$9.32K	﹤0.01%	401
2022 Q2	$173K	Hold	2,445	–	–	﹤0.01%	389
2022 Q1	$176K	Hold	2,445	–	–	﹤0.01%	396
2021 Q4	$166K	Buy	2,445 +1,417	+138%	+$92.4K	﹤0.01%	415
2021 Q3	$64K	Buy	1,028 +318	+45%	+$21.5K	﹤0.01%	492
2021 Q2	$47K	Buy	710 +386	+119%	+$26.9K	﹤0.01%	501
2021 Q1	$22K	Hold	324	–	–	﹤0.01%	575
2020 Q4	$22K	Hold	324	–	–	﹤0.01%	579
2020 Q3	$22K	Hold	324	–	–	﹤0.01%	554
2020 Q2	$20K	Sell	324 -436	-57%	-$27.5K	﹤0.01%	581
2020 Q1	$46K	Sell	760 -150	-16%	-$9.78K	﹤0.01%	494
2019 Q4	$58K	Hold	910	–	–	﹤0.01%	524
2019 Q3	$59K	Hold	910	–	–	﹤0.01%	521
2019 Q2	$54K	Sell	910 -102	-10%	-$5.86K	﹤0.01%	516
2019 Q1	$57K	Buy	+1,012	New	+$53.8K	﹤0.01%	496
2016 Q4	–	Sell	-1,998	Closed	-$82K	–	1176
2016 Q3	$82K	Buy	+1,998	New	+$85.4K	﹤0.01%	535
2015 Q3	–	Sell	-118	Closed	-$4K	–	1248
2015 Q2	$4K	Buy	+118	New	+$3.97K	﹤0.01%	1013
2014 Q3	–	Sell	-375	Closed	-$12K	–	1356
2014 Q2	$12K	Hold	375	–	–	﹤0.01%	921
2014 Q1	$11K	Hold	375	–	–	﹤0.01%	897
2013 Q4	$10K	Hold	375	–	–	﹤0.01%	920
2013 Q3	$10K	Sell	375 -2,270	-86%	-$64.9K	﹤0.01%	1011
2013 Q2	$75K	Buy	+2,645	New	+$79K	﹤0.01%	1089

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

MUFG Americas's XEL Position: Q4 2022 in Review

MUFG Americas sold out of Xcel Energy (XEL) in Q4 2022, closing a stake of 2,317 shares — an estimated $148K sold.

MUFG Americas first reported a position in XEL in Q2 2013 and held it in 22 quarters. The position peaked at $176K in Q1 2022. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

MUFG Americas reported no remaining Xcel Energy position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 2,317 Xcel Energy shares in Q4 2022, an estimated $148K.
MUFG Americas first reported a position in Xcel Energy in Q2 2013 and held it in 22 quarters.
MUFG Americas's Xcel Energy position peaked at $176K in Q1 2022.
983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.