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Dechtman Wealth Management’s Xcel Energy XEL Stock Holding History

Dechtman Wealth Management’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
2024
Q4 		$1.09M Buy
16,136
+138
+0.9% +$9.26K 0.21% 21
2024
Q3 		$1.04M Sell
15,998
-737
-4% -$43.7K 0.21% 23
2024
Q2 		$894K Buy
16,735
+165
+1% +$8.98K 0.2% 22
2024
Q1 		$891K Buy
16,570
+82
+0.5% +$4.68K 0.21% 26
2023
Q4 		$1.02M Buy
16,488
+82
+0.5% +$4.92K 0.27% 17
2023
Q3 		$939K Buy
16,406
+73
+0.4% +$4.39K 0.28% 17
2023
Q2 		$1.02M Buy
+16,333
New +$1.09M 0.3% 14

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dechtman Wealth Management's XEL Position: Q4 2024 in Review

Dechtman Wealth Management increased its Xcel Energy (XEL) stake by 0.86% in Q4 2024, buying an estimated $9.26K and bringing the position to 16,136 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #21.

Dechtman Wealth Management first reported a position in XEL in Q2 2023 and has held it in 7 quarters since. 1,113 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Dechtman Wealth Management held 16,136 shares of Xcel Energy worth $1.09M as of Q4 2024.
  • Dechtman Wealth Management bought 138 Xcel Energy shares in Q4 2024, an estimated $9.26K.
  • Xcel Energy made up 0.21% of Dechtman Wealth Management's portfolio in Q4 2024, its #21 holding.
  • Dechtman Wealth Management first reported a position in Xcel Energy in Q2 2023 and has held it in 7 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.