LPWM LLC’s Xcel Energy XEL Stock Holding History

LPWM LLC’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 Q1	–	Sell	-3,663	Closed	-$248K	–	69
2021 Q4	$248K	Sell	3,663 -300	-8%	-$19.6K	0.13%	61
2021 Q3	$248K	Hold	3,963	–	–	0.15%	54
2021 Q2	$268K	Sell	3,963 -300	-7%	-$20.9K	0.16%	52
2021 Q1	$285K	Buy	+4,263	New	+$269K	0.19%	46
2020 Q1	–	Sell	-3,553	Closed	-$226K	–	49
2019 Q4	$226K	Buy	+3,553	New	+$222K	0.21%	42

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPWM LLC's XEL Position: Q1 2022 in Review

LPWM LLC sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 3,663 shares — an estimated $248K sold.

LPWM LLC first reported a position in XEL in Q4 2019 and held it in 5 quarters. The position peaked at $285K in Q1 2021. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

LPWM LLC reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
LPWM LLC sold 3,663 Xcel Energy shares in Q1 2022, an estimated $248K.
LPWM LLC first reported a position in Xcel Energy in Q4 2019 and held it in 5 quarters.
LPWM LLC's Xcel Energy position peaked at $285K in Q1 2021.
930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on LPWM LLC's 13F filing for Q1 2022, filed 13 Apr 2022.