LWM Advisory Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
LWM Advisory Services's XEL Position: Q4 2022 in Review
LWM Advisory Services sold out of Xcel Energy (XEL) in Q4 2022, closing a stake of 3,904 shares — an estimated $250K sold.
LWM Advisory Services first reported a position in XEL in Q1 2022 and held it in 3 quarters. The position peaked at $258K in Q2 2022. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.
- LWM Advisory Services reported no remaining Xcel Energy position as of Q4 2022 after selling out during the quarter.
- LWM Advisory Services sold 3,904 Xcel Energy shares in Q4 2022, an estimated $250K.
- LWM Advisory Services first reported a position in Xcel Energy in Q1 2022 and held it in 3 quarters.
- LWM Advisory Services's Xcel Energy position peaked at $258K in Q2 2022.
- 983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.
Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.