LF
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Lee Financial’s Xcel Energy XEL Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-58
Closed -$3.62K – 828
2023
Q4 		$3.62K Buy
+58
New +$3.48K ﹤0.01% 612
2023
Q2 		– Sell
-50
Closed -$3.34K – 781
2023
Q1 		$3.4K Sell
50
-10
-17% -$675 ﹤0.01% 580
2022
Q4 		$4.21K Hold
60
– – ﹤0.01% 577
2022
Q3 		$4K Buy
60
+10
+20% +$728 ﹤0.01% 599
2022
Q2 		$4K Buy
+50
New +$3.64K ﹤0.01% 607
2022
Q1 		– Sell
-900
Closed -$61K – 978
2021
Q4 		$61K Buy
+900
New +$58.7K 0.01% 233
2018
Q2 		– Sell
-2,100
Closed -$96K – 839
2018
Q1 		$96K Buy
+2,100
New +$93.6K 0.02% 212

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return