Lake Street Private Wealth’s Xcel Energy XEL Stock Holding History

Lake Street Private Wealth’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 Q3	–	Sell	-4,531	Closed	-$282K	–	303
2023 Q2	$282K	Buy	4,531 +59	+1%	+$3.94K	0.05%	234
2023 Q1	$302K	Buy	4,472 +252	+6%	+$17K	0.06%	228
2022 Q4	$296K	Sell	4,220 -281	-6%	-$18.7K	0.06%	226
2022 Q3	$288K	Sell	4,501 -400	-8%	-$29.1K	0.07%	223
2022 Q2	$347K	Buy	4,901 +1,066	+28%	+$77.6K	0.07%	213
2022 Q1	$277K	Buy	3,835 +124	+3%	+$8.52K	0.05%	263
2021 Q4	$251K	Buy	+3,711	New	+$242K	0.04%	283

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lake Street Private Wealth's XEL Position: Q3 2023 in Review

Lake Street Private Wealth sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 4,531 shares — an estimated $282K sold.

Lake Street Private Wealth first reported a position in XEL in Q4 2021 and held it in 7 quarters. The position peaked at $347K in Q2 2022. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Lake Street Private Wealth reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
Lake Street Private Wealth sold 4,531 Xcel Energy shares in Q3 2023, an estimated $282K.
Lake Street Private Wealth first reported a position in Xcel Energy in Q4 2021 and held it in 7 quarters.
Lake Street Private Wealth's Xcel Energy position peaked at $347K in Q2 2022.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Lake Street Private Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.