Leavell Investment Management’s Xcel Energy XEL Stock Holding History

Leavell Investment 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
2023 Q3	–	Sell	-4,860	Closed	-$305K	–	467
2023 Q2	$305K	Hold	4,860	–	–	0.02%	393
2023 Q1	$330K	Hold	4,860	–	–	0.02%	373
2022 Q4	$343K	Hold	4,860	–	–	0.03%	362
2022 Q3	$313K	Hold	4,860	–	–	0.02%	366
2022 Q2	$346K	Hold	4,860	–	–	0.03%	359
2022 Q1	$353K	Hold	4,860	–	–	0.02%	347
2021 Q4	$331K	Buy	4,860 +38	+0.8%	+$2.48K	0.02%	365
2021 Q3	$304K	Sell	4,822 -298	-6%	-$20.1K	0.02%	348
2021 Q2	$345K	Hold	5,120	–	–	0.03%	324
2021 Q1	$345K	Buy	5,120 +625	+14%	+$39.5K	0.03%	324
2020 Q4	$302K	Buy	4,495 +1,060	+31%	+$73.9K	0.03%	332
2020 Q3	$239K	Hold	3,435	–	–	0.02%	338
2020 Q2	$216K	Hold	3,435	–	–	0.02%	344
2020 Q1	$209K	Sell	3,435 -54	-2%	-$3.52K	0.02%	338
2019 Q4	$223K	Buy	3,489 +54	+2%	+$3.38K	0.02%	365
2019 Q3	$224K	Buy	+3,435	New	+$214K	0.02%	357

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

Leavell Investment Management's XEL Position: Q3 2023 in Review

Leavell Investment Management sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 4,860 shares — an estimated $305K sold.

Leavell Investment Management first reported a position in XEL in Q3 2019 and held it in 16 quarters. The position peaked at $353K in Q1 2022. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

Leavell Investment Management reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
Leavell Investment Management sold 4,860 Xcel Energy shares in Q3 2023, an estimated $305K.
Leavell Investment Management first reported a position in Xcel Energy in Q3 2019 and held it in 16 quarters.
Leavell Investment Management's Xcel Energy position peaked at $353K in Q1 2022.
926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Leavell Investment Management's 13F filing for Q3 2023, filed 16 Oct 2023.