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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lee Financial's XEL Position: Q1 2024 in Review

Lee Financial sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 58 shares — an estimated $3.62K sold.

Lee Financial first reported a position in XEL in Q1 2018 and held it in 7 quarters. The position peaked at $96K in Q1 2018. 982 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Lee Financial reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 58 Xcel Energy shares in Q1 2024, an estimated $3.62K.
  • Lee Financial first reported a position in Xcel Energy in Q1 2018 and held it in 7 quarters.
  • Lee Financial's Xcel Energy position peaked at $96K in Q1 2018.
  • 982 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.