Lenox Wealth Advisors’s Xcel Energy XEL Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$0	Hold	4	–	–	﹤0.01%	1020
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1015
2021 Q3	$0	Hold	4	–	–	﹤0.01%	802
2021 Q2	$0	Hold	4	–	–	﹤0.01%	809
2021 Q1	$0	Buy	+4	New	+$253	﹤0.01%	766
2020 Q4	–	Sell	-52	Closed	-$4K	–	686
2020 Q3	$4K	Buy	+52	New	+$3.55K	﹤0.01%	466
2019 Q2	–	Sell	-57	Closed	-$3K	–	585
2019 Q1	$3K	Sell	57 -118	-67%	-$6.28K	﹤0.01%	490
2018 Q4	$9K	Hold	175	–	–	﹤0.01%	267
2018 Q3	$8K	Hold	175	–	–	﹤0.01%	290
2018 Q2	$8K	Hold	175	–	–	﹤0.01%	406
2018 Q1	$8K	Buy	+175	New	+$7.8K	﹤0.01%	385
2016 Q4	–	Sell	-451	Closed	-$19K	–	194
2016 Q3	$19K	Hold	451	–	–	0.01%	144
2016 Q2	$20K	Hold	451	–	–	0.01%	136
2016 Q1	$19K	Hold	451	–	–	0.01%	140
2015 Q4	$16K	Sell	451 -452	-50%	-$16.1K	0.01%	158
2015 Q3	$32K	Hold	903	–	–	0.01%	109
2015 Q2	$29K	Hold	903	–	–	0.01%	86
2015 Q1	$31K	Hold	903	–	–	0.01%	98
2014 Q4	$32K	Hold	903	–	–	0.01%	100
2014 Q3	$27K	Hold	903	–	–	0.01%	117
2014 Q2	$29K	Hold	903	–	–	0.01%	91
2014 Q1	$27K	Hold	903	–	–	0.02%	86
2013 Q4	$25K	Buy	+903	New	+$25.5K	0.02%	101

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's XEL Position: Q1 2022 in Review

Lenox Wealth Advisors held its Xcel Energy (XEL) position steady in Q1 2022 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Lenox Wealth Advisors first reported a position in XEL in Q4 2013 and has held it in 23 quarters since. The position peaked at $32K in Q3 2015. 931 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

Lenox Wealth Advisors held 4 shares of Xcel Energy worth $0 as of Q1 2022.
Lenox Wealth Advisors left its Xcel Energy share count unchanged in Q1 2022.
Xcel Energy made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #1020 holding.
Lenox Wealth Advisors first reported a position in Xcel Energy in Q4 2013 and has held it in 23 quarters since.
Lenox Wealth Advisors's Xcel Energy position peaked at $32K in Q3 2015.
931 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.