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Leelyn Smith’s Xcel Energy XEL Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-580
Closed -$10.5K – 445
2022
Q4 		$10.5K Buy
580
+150
+35% +$9.98K ﹤0.01% 316
2022
Q3 		$28K Sell
430
-650
-60% -$47.3K 0.01% 201
2022
Q2 		$76K Hold
1,080
– – 0.02% 175
2022
Q1 		$78K Hold
1,080
– – 0.02% 176
2021
Q4 		$73K Sell
1,080
-180
-14% -$11.7K 0.02% 189
2021
Q3 		$79K Hold
1,260
– – 0.02% 178
2021
Q2 		$83K Hold
1,260
– – 0.02% 178
2021
Q1 		$84K Sell
1,260
-1,345
-52% -$85K 0.03% 185
2020
Q4 		$174K Sell
2,605
-100
-4% -$6.97K 0.06% 121
2020
Q3 		$187K Hold
2,705
– – 0.07% 121
2020
Q2 		$169K Buy
2,705
+180
+7% +$11.3K 0.07% 121
2020
Q1 		$152K Hold
2,525
– – 0.08% 116
2019
Q4 		$159 Buy
+2,525
New +$158K 0.08% 120

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leelyn Smith's XEL Position: Q1 2023 in Review

Leelyn Smith sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 580 shares — an estimated $10.5K sold.

Leelyn Smith first reported a position in XEL in Q4 2019 and held it in 13 quarters. The position peaked at $187K in Q3 2020. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

  • Leelyn Smith reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 580 Xcel Energy shares in Q1 2023, an estimated $10.5K.
  • Leelyn Smith first reported a position in Xcel Energy in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's Xcel Energy position peaked at $187K in Q3 2020.
  • 969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.