Lumature Wealth Partners’s Xcel Energy XEL Stock Holding History

Lumature Wealth Partners’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 Q2	$25.6K	Hold	412	–	–	0.02%	263
2023 Q1	$27.8K	Hold	412	–	–	0.02%	256
2022 Q4	$28.9K	Hold	412	–	–	0.02%	247
2022 Q3	$26K	Hold	412	–	–	0.01%	266
2022 Q2	$29K	Sell	412 -200	-33%	-$14.6K	0.01%	263
2022 Q1	$44K	Buy	612 +205	+50%	+$14.1K	0.02%	264
2021 Q4	$28K	Buy	407 +121	+42%	+$7.89K	0.01%	276
2021 Q3	$18K	Buy	286 +161	+129%	+$10.9K	0.01%	302
2021 Q2	$8K	Buy	125 +62	+98%	+$4.32K	﹤0.01%	309
2021 Q1	$4K	Buy	+63	New	+$3.98K	﹤0.01%	331

Other funds holding XEL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lumature Wealth Partners's XEL Position: Q2 2023 in Review

Lumature Wealth Partners held its Xcel Energy (XEL) position steady in Q2 2023 at 412 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #263.

Lumature Wealth Partners first reported a position in XEL in Q1 2021 and has held it in 10 quarters since. The position peaked at $44K in Q1 2022. 962 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

Lumature Wealth Partners held 412 shares of Xcel Energy worth $25.6K as of Q2 2023.
Lumature Wealth Partners left its Xcel Energy share count unchanged in Q2 2023.
Xcel Energy made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #263 holding.
Lumature Wealth Partners first reported a position in Xcel Energy in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Xcel Energy position peaked at $44K in Q1 2022.
962 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.