Trustmark National Bank Trust Department’s Xcel Energy XEL Stock Holding History

Trustmark National Bank Trust Department’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
2019 Q3	–	Sell	-413	Closed	-$25K	–	556
2019 Q2	$25K	Hold	413	–	–	﹤0.01%	418
2019 Q1	$23K	Hold	413	–	–	﹤0.01%	415
2018 Q4	$20K	Hold	413	–	–	﹤0.01%	408
2018 Q3	$19K	Buy	+413	New	+$19.5K	﹤0.01%	438

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Trustmark National Bank Trust Department's XEL Position: Q3 2019 in Review

Trustmark National Bank Trust Department sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 413 shares — an estimated $25K sold.

Trustmark National Bank Trust Department first reported a position in XEL in Q3 2018 and held it in 4 quarters. The position peaked at $25K in Q2 2019. 806 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

Trustmark National Bank Trust Department reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 413 Xcel Energy shares in Q3 2019, an estimated $25K.
Trustmark National Bank Trust Department first reported a position in Xcel Energy in Q3 2018 and held it in 4 quarters.
Trustmark National Bank Trust Department's Xcel Energy position peaked at $25K in Q2 2019.
806 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2019, filed 14 Nov 2019.