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Sargent Bickham Lagudis’s Xcel Energy XEL Stock Holding History

Sargent Bickham Lagudis’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 		$554K Sell
7,907
-21
-0.3% -$1.4K 0.05% 170
2022
Q3 		$507K Buy
7,928
+411
+5% +$29.9K 0.05% 167
2022
Q2 		$532K Buy
7,517
+125
+2% +$9.09K 0.05% 178
2022
Q1 		$533K Buy
7,392
+345
+5% +$23.7K 0.04% 175
2021
Q4 		$477K Sell
7,047
-387
-5% -$25.2K 0.04% 178
2021
Q3 		$465K Buy
7,434
+4,621
+164% +$312K 0.04% 176
2021
Q2 		$185K Hold
2,813
– – 0.02% 269
2021
Q1 		$187K Sell
2,813
-640
-19% -$40.5K 0.02% 246
2020
Q4 		$230K Sell
3,453
-519
-13% -$36.2K 0.02% 218
2020
Q3 		$274K Sell
3,972
-138
-3% -$9.41K 0.03% 184
2020
Q2 		$257K Buy
4,110
+5
+0.1% +$315 0.03% 181
2020
Q1 		$248K Buy
4,105
+355
+9% +$23.1K 0.03% 185
2019
Q4 		$238K Sell
3,750
-893
-19% -$55.9K 0.03% 187
2019
Q3 		$301K Buy
4,643
+233
+5% +$14.5K 0.04% 163
2019
Q2 		$262K Buy
4,410
+6
+0.1% +$345 0.03% 182
2019
Q1 		$248K Sell
4,404
-562
-11% -$29.9K 0.03% 190
2018
Q4 		$245K Buy
4,966
+9
+0.2% +$451 0.03% 179
2018
Q3 		$234K Sell
4,957
-145
-3% -$6.85K 0.03% 195
2018
Q2 		$233K Sell
5,102
-360
-7% -$16.1K 0.03% 190
2018
Q1 		$248K Sell
5,462
-773
-12% -$34.4K 0.03% 183
2017
Q4 		$300K Buy
6,235
+407
+7% +$20.2K 0.04% 176
2017
Q3 		$276K Buy
5,828
+2,741
+89% +$132K 0.03% 180
2017
Q2 		$142K Buy
3,087
+4
+0.1% +$184 0.02% 238
2017
Q1 		$137K Buy
3,083
+332
+12% +$14.1K 0.02% 246
2016
Q4 		$112K Buy
2,751
+1,720
+167% +$68.8K 0.02% 250
2016
Q3 		$42 Hold
1,031
– – 0.01% 380
2016
Q2 		$46K Hold
1,031
– – 0.01% 352
2016
Q1 		$43K Buy
+1,031
New +$40.2K 0.01% 384

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

Sargent Bickham Lagudis's XEL Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Xcel Energy (XEL) stake by 0.26% in Q4 2022, selling an estimated $1.4K and leaving 7,907 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #170.

Sargent Bickham Lagudis first reported a position in XEL in Q1 2016 and has held it in 28 quarters since. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

  • Sargent Bickham Lagudis held 7,907 shares of Xcel Energy worth $554K as of Q4 2022.
  • Sargent Bickham Lagudis sold 21 Xcel Energy shares in Q4 2022, an estimated $1.4K.
  • Xcel Energy made up 0.05% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #170 holding.
  • Sargent Bickham Lagudis first reported a position in Xcel Energy in Q1 2016 and has held it in 28 quarters since.
  • 983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.