LGWM
XEL icon

Litman Gregory Wealth Management’s Xcel Energy XEL Stock Holding History

Litman Gregory 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
2019
Q4 		– Sell
-47
Closed -$3K – 264
2019
Q3 		$3K Sell
47
-47
-50% -$2.93K ﹤0.01% 170
2019
Q2 		$6K Buy
+94
New +$5.4K ﹤0.01% 168

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Litman Gregory Wealth Management's XEL Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Xcel Energy (XEL) in Q4 2019, closing a stake of 47 shares — an estimated $3K sold.

Litman Gregory Wealth Management first reported a position in XEL in Q2 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Xcel Energy position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 47 Xcel Energy shares in Q4 2019, an estimated $3K.
  • Litman Gregory Wealth Management first reported a position in Xcel Energy in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Xcel Energy position peaked at $6K in Q2 2019.
  • 848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.