Lee, Danner & Bass’s Xcel Energy XEL Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-1,258	Closed	-$84.9K	–	718
2024 Q4	$84.9K	Buy	+1,258	New	+$84.4K	0.01%	292

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee, Danner & Bass's XEL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 1,258 shares — an estimated $84.9K sold.

Lee, Danner & Bass first reported a position in XEL in Q4 2024 and held it in 1 quarter. The position peaked at $84.9K in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

Lee, Danner & Bass reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,258 Xcel Energy shares in Q1 2025, an estimated $84.9K.
Lee, Danner & Bass first reported a position in Xcel Energy in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Xcel Energy position peaked at $84.9K in Q4 2024.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.