Washington Trust Bank’s Xcel Energy XEL Stock Holding History

Washington Trust 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
2019 Q2	–	Sell	-1,881	Closed	-$106K	–	548
2019 Q1	$106K	Sell	1,881 -23	-1%	-$1.22K	0.02%	253
2018 Q4	$94K	Buy	1,904 +23	+1%	+$1.15K	0.01%	266
2018 Q3	$89K	Hold	1,881	–	–	0.01%	306
2018 Q2	$86K	Hold	1,881	–	–	0.01%	318
2018 Q1	$86K	Hold	1,881	–	–	0.01%	328
2017 Q4	$90K	Hold	1,881	–	–	0.01%	328
2017 Q3	$89K	Hold	1,881	–	–	0.01%	325
2017 Q2	$86K	Hold	1,881	–	–	0.02%	303
2017 Q1	$84K	Sell	1,881 -49	-3%	-$2.08K	0.02%	312
2016 Q4	$79K	Sell	1,930 -23	-1%	-$920	0.02%	316
2016 Q3	$80K	Buy	1,953 +72	+4%	+$3.08K	0.02%	304
2016 Q2	$84K	Hold	1,881	–	–	0.02%	294
2016 Q1	$79K	Hold	1,881	–	–	0.02%	306
2015 Q4	$68K	Hold	1,881	–	–	0.01%	351
2015 Q3	$67K	Hold	1,881	–	–	0.02%	356
2015 Q2	$61K	Hold	1,881	–	–	0.01%	391
2015 Q1	$65K	Hold	1,881	–	–	0.02%	393
2014 Q4	$68K	Hold	1,881	–	–	0.02%	411
2014 Q3	$57K	Sell	1,881 -260	-12%	-$8.13K	0.02%	438
2014 Q2	$69K	Hold	2,141	–	–	0.01%	430
2014 Q1	$65K	Buy	+2,141	New	+$62.4K	0.01%	433

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

MAM

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

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

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

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

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

Washington Trust Bank's XEL Position: Q2 2019 in Review

Washington Trust Bank sold out of Xcel Energy (XEL) in Q2 2019, closing a stake of 1,881 shares — an estimated $106K sold.

Washington Trust Bank first reported a position in XEL in Q1 2014 and held it in 21 quarters. The position peaked at $106K in Q1 2019. 792 funds tracked by Wall St. Rank hold XEL as of Q2 2019.

Washington Trust Bank reported no remaining Xcel Energy position as of Q2 2019 after selling out during the quarter.
Washington Trust Bank sold 1,881 Xcel Energy shares in Q2 2019, an estimated $106K.
Washington Trust Bank first reported a position in Xcel Energy in Q1 2014 and held it in 21 quarters.
Washington Trust Bank's Xcel Energy position peaked at $106K in Q1 2019.
792 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.