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Union Savings Bank’s Xcel Energy XEL Stock Holding History

Union Savings Bank’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
2024
Q2 		– Sell
-347
Closed -$18.7K – 307
2024
Q1 		$18.7K Hold
347
– – 0.01% 260
2023
Q4 		$21.5K Hold
347
– – 0.01% 254
2023
Q3 		$19.9K Hold
347
– – 0.01% 256
2023
Q2 		$21.8K Buy
+347
New +$23.2K 0.01% 245

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Union Savings Bank's XEL Position: Q2 2024 in Review

Union Savings Bank sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 347 shares — an estimated $18.7K sold.

Union Savings Bank first reported a position in XEL in Q2 2023 and held it in 4 quarters. The position peaked at $21.8K in Q2 2023. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Union Savings Bank reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • Union Savings Bank sold 347 Xcel Energy shares in Q2 2024, an estimated $18.7K.
  • Union Savings Bank first reported a position in Xcel Energy in Q2 2023 and held it in 4 quarters.
  • Union Savings Bank's Xcel Energy position peaked at $21.8K in Q2 2023.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Union Savings Bank's 13F filing for Q2 2024, filed 1 Aug 2024.