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Lionsbridge Wealth Management’s Xcel Energy XEL Stock Holding History

Lionsbridge 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
Q1 		– Sell
-31
Closed -$1K – 325
2019
Q4 		$1K Buy
+31
New +$1.94K ﹤0.01% 247

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lionsbridge Wealth Management's XEL Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Xcel Energy (XEL) in Q1 2020, closing a stake of 31 shares — an estimated $1K sold.

Lionsbridge Wealth Management first reported a position in XEL in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 842 funds tracked by Wall St. Rank hold XEL as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Xcel Energy position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 31 Xcel Energy shares in Q1 2020, an estimated $1K.
  • Lionsbridge Wealth Management first reported a position in Xcel Energy in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Xcel Energy position peaked at $1K in Q4 2019.
  • 842 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.