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Lake Point Wealth Management’s Xcel Energy XEL Stock Holding History

Lake Point Wealth Management’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
Q1 		– Sell
-120
Closed -$6K – 876
2018
Q4 		$6K Buy
+120
New +$6.02K ﹤0.01% 535

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Point Wealth Management's XEL Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Xcel Energy (XEL) in Q1 2019, closing a stake of 120 shares — an estimated $6K sold.

Lake Point Wealth Management first reported a position in XEL in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 785 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Xcel Energy position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 120 Xcel Energy shares in Q1 2019, an estimated $6K.
  • Lake Point Wealth Management first reported a position in Xcel Energy in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Xcel Energy position peaked at $6K in Q4 2018.
  • 785 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.