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LifePro Asset Management’s Xcel Energy XEL Stock Holding History

LifePro Asset 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
2022
Q3 		– Sell
-3,358
Closed -$238K – 131
2022
Q2 		$238K Buy
3,358
+323
+11% +$23.5K 0.12% 104
2022
Q1 		$219K Buy
3,035
+57
+2% +$3.92K 0.08% 116
2021
Q4 		$202K Buy
+2,978
New +$194K 0.06% 124

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

LifePro Asset Management's XEL Position: Q3 2022 in Review

LifePro Asset Management sold out of Xcel Energy (XEL) in Q3 2022, closing a stake of 3,358 shares — an estimated $238K sold.

LifePro Asset Management first reported a position in XEL in Q4 2021 and held it in 3 quarters. The position peaked at $238K in Q2 2022. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.

  • LifePro Asset Management reported no remaining Xcel Energy position as of Q3 2022 after selling out during the quarter.
  • LifePro Asset Management sold 3,358 Xcel Energy shares in Q3 2022, an estimated $238K.
  • LifePro Asset Management first reported a position in Xcel Energy in Q4 2021 and held it in 3 quarters.
  • LifePro Asset Management's Xcel Energy position peaked at $238K in Q2 2022.
  • 937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.

Based on LifePro Asset Management's 13F filing for Q3 2022, filed 4 Nov 2022.