Cyrus J. Lawrence’s Xcel Energy XEL Stock Holding History

Cyrus J. Lawrence’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
2023 Q1	–	Sell	-834	Closed	-$58K	–	210
2022 Q4	$58K	Hold	834	–	–	0.02%	105
2022 Q3	$53K	Sell	834 -1,250	-60%	-$91K	0.01%	108
2022 Q2	$147K	Hold	2,084	–	–	0.04%	89
2022 Q1	$150K	Buy	+2,084	New	+$143K	0.03%	93

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

Cyrus J. Lawrence's XEL Position: Q1 2023 in Review

Cyrus J. Lawrence sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 834 shares — an estimated $58K sold.

Cyrus J. Lawrence first reported a position in XEL in Q1 2022 and held it in 4 quarters. The position peaked at $150K in Q1 2022. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

Cyrus J. Lawrence reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
Cyrus J. Lawrence sold 834 Xcel Energy shares in Q1 2023, an estimated $58K.
Cyrus J. Lawrence first reported a position in Xcel Energy in Q1 2022 and held it in 4 quarters.
Cyrus J. Lawrence's Xcel Energy position peaked at $150K in Q1 2022.
969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Cyrus J. Lawrence's 13F filing for Q1 2023, filed 12 May 2023.