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Lenox Wealth Management’s Xcel Energy XEL Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$0 Hold
15
– – ﹤0.01% 807
2020
Q1 		$0 Buy
+15
New +$978 ﹤0.01% 780

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lenox Wealth Management's XEL Position: Q2 2020 in Review

Lenox Wealth Management held its Xcel Energy (XEL) position steady in Q2 2020 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Lenox Wealth Management first reported a position in XEL in Q1 2020 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold XEL as of Q2 2020.

  • Lenox Wealth Management held 15 shares of Xcel Energy worth $0 as of Q2 2020.
  • Lenox Wealth Management left its Xcel Energy share count unchanged in Q2 2020.
  • Xcel Energy made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #807 holding.
  • Lenox Wealth Management first reported a position in Xcel Energy in Q1 2020 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.