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LBMC Investment Advisors’s Xcel Energy XEL Stock Holding History

LBMC Investment Advisors’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
2022
Q2 		– Sell
-2,949
Closed -$213K – 169
2022
Q1 		$213K Buy
+2,949
New +$203K 0.02% 152

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

LBMC Investment Advisors's XEL Position: Q2 2022 in Review

LBMC Investment Advisors sold out of Xcel Energy (XEL) in Q2 2022, closing a stake of 2,949 shares — an estimated $213K sold.

LBMC Investment Advisors first reported a position in XEL in Q1 2022 and held it in 1 quarter. The position peaked at $213K in Q1 2022. 942 funds tracked by Wall St. Rank hold XEL as of Q2 2022.

  • LBMC Investment Advisors reported no remaining Xcel Energy position as of Q2 2022 after selling out during the quarter.
  • LBMC Investment Advisors sold 2,949 Xcel Energy shares in Q2 2022, an estimated $213K.
  • LBMC Investment Advisors first reported a position in Xcel Energy in Q1 2022 and held it in 1 quarter.
  • LBMC Investment Advisors's Xcel Energy position peaked at $213K in Q1 2022.
  • 942 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2022.

Based on LBMC Investment Advisors's 13F filing for Q2 2022, filed 7 Jul 2022.