LFG
XEL icon

Lockerman Financial Group’s Xcel Energy XEL Stock Holding History

Lockerman Financial Group’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
-3,441
Closed -$220K – 81
2022
Q3 		$220K Buy
3,441
+250
+8% +$18.2K 0.63% 54
2022
Q2 		$226K Buy
3,191
+11
+0.3% +$800 0.72% 51
2022
Q1 		$230K Hold
3,180
– – 0.62% 60
2021
Q4 		$215K Buy
+3,180
New +$207K 0.56% 60

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lockerman Financial Group's XEL Position: Q4 2022 in Review

Lockerman Financial Group sold out of Xcel Energy (XEL) in Q4 2022, closing a stake of 3,441 shares — an estimated $220K sold.

Lockerman Financial Group first reported a position in XEL in Q4 2021 and held it in 4 quarters. The position peaked at $230K in Q1 2022. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

  • Lockerman Financial Group reported no remaining Xcel Energy position as of Q4 2022 after selling out during the quarter.
  • Lockerman Financial Group sold 3,441 Xcel Energy shares in Q4 2022, an estimated $220K.
  • Lockerman Financial Group first reported a position in Xcel Energy in Q4 2021 and held it in 4 quarters.
  • Lockerman Financial Group's Xcel Energy position peaked at $230K in Q1 2022.
  • 983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Lockerman Financial Group's 13F filing for Q4 2022, filed 8 Feb 2023.