LGL Partners’s Xcel Energy XEL Stock Holding History

LGL Partners’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 Q4	–	Sell	-3,247	Closed	-$208K	–	154
2022 Q3	$208K	Buy	+3,247	New	+$236K	0.04%	136

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LGL Partners's XEL Position: Q4 2022 in Review

LGL Partners sold out of Xcel Energy (XEL) in Q4 2022, closing a stake of 3,247 shares — an estimated $208K sold.

LGL Partners first reported a position in XEL in Q3 2022 and held it in 1 quarter. The position peaked at $208K in Q3 2022. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

LGL Partners reported no remaining Xcel Energy position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 3,247 Xcel Energy shares in Q4 2022, an estimated $208K.
LGL Partners first reported a position in Xcel Energy in Q3 2022 and held it in 1 quarter.
LGL Partners's Xcel Energy position peaked at $208K in Q3 2022.
983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.