LNC
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Lincoln National Corp’s Xcel Energy XEL Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-6,082
Closed -$327K – 1142
2024
Q1 		$327K Buy
6,082
+783
+15% +$44.7K 0.01% 918
2023
Q4 		$328K Buy
5,299
+1,156
+28% +$69.4K 0.01% 841
2023
Q3 		$237K Sell
4,143
-401
-9% -$24.1K ﹤0.01% 893
2023
Q2 		$283K Sell
4,544
-31
-0.7% -$2.07K 0.01% 817
2023
Q1 		$309K Sell
4,575
-175
-4% -$11.8K 0.01% 758
2022
Q4 		$333K Buy
4,750
+393
+9% +$26.1K 0.01% 669
2022
Q3 		$279K Buy
4,357
+540
+14% +$39.3K 0.01% 686
2022
Q2 		$270K Buy
3,817
+350
+10% +$25.5K 0.01% 693
2022
Q1 		$251K Buy
3,467
+149
+4% +$10.2K 0.01% 779
2021
Q4 		$225K Sell
3,318
-142
-4% -$9.26K ﹤0.01% 803
2021
Q3 		$217K Sell
3,460
-620
-15% -$41.9K ﹤0.01% 802
2021
Q2 		$269K Sell
4,080
-1,008
-20% -$70.2K 0.01% 710
2021
Q1 		$339K Sell
5,088
-735
-13% -$46.5K 0.01% 580
2020
Q4 		$388K Sell
5,823
-428
-7% -$29.8K 0.01% 500
2020
Q3 		$431K Buy
6,251
+20
+0.3% +$1.36K 0.01% 410
2020
Q2 		$389K Buy
6,231
+2,147
+53% +$135K 0.01% 429
2020
Q1 		$246K Buy
4,084
+59
+1% +$3.85K 0.01% 491
2019
Q4 		$256K Buy
4,025
+512
+15% +$32K 0.01% 537
2019
Q3 		$228K Sell
3,513
-3
-0.1% -$187 0.01% 516
2019
Q2 		$209K Buy
+3,516
New +$202K 0.01% 519
2018
Q1 		– Sell
-5,893
Closed -$284K – 627
2017
Q4 		$284K Buy
+5,893
New +$292K 0.01% 512

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lincoln National Corp's XEL Position: Q2 2024 in Review

Lincoln National Corp sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 6,082 shares — an estimated $327K sold.

Lincoln National Corp first reported a position in XEL in Q4 2017 and held it in 21 quarters. The position peaked at $431K in Q3 2020. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Lincoln National Corp reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 6,082 Xcel Energy shares in Q2 2024, an estimated $327K.
  • Lincoln National Corp first reported a position in Xcel Energy in Q4 2017 and held it in 21 quarters.
  • Lincoln National Corp's Xcel Energy position peaked at $431K in Q3 2020.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.