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Lugano Financial Advisors SA (LFA)’s Xcel Energy XEL Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2023
Q3 		– Sell
-350
Closed -$21.8K – 214
2023
Q2 		$21.8K Buy
+350
New +$23.4K 0.01% 151

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s XEL Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Xcel Energy (XEL) in Q3 2023, closing a stake of 350 shares — an estimated $21.8K sold.

Lugano Financial Advisors SA (LFA) first reported a position in XEL in Q2 2023 and held it in 1 quarter. The position peaked at $21.8K in Q2 2023. 926 funds tracked by Wall St. Rank hold XEL as of Q3 2023.

  • Lugano Financial Advisors SA (LFA) reported no remaining Xcel Energy position as of Q3 2023 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 350 Xcel Energy shares in Q3 2023, an estimated $21.8K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Xcel Energy in Q2 2023 and held it in 1 quarter.
  • Lugano Financial Advisors SA (LFA)'s Xcel Energy position peaked at $21.8K in Q2 2023.
  • 926 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.