GJWM
XEL icon

Gilliland Jeter Wealth Management’s Xcel Energy XEL Stock Holding History

Gilliland Jeter 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 		– Sell
-273
Closed -$17.8K – 644
2024
Q3 		$17.8K Buy
273
+3
+1% +$178 0.01% 404
2024
Q2 		$14.4K Buy
270
+3
+1% +$163 ﹤0.01% 416
2024
Q1 		$14.4K Buy
+267
New +$15.2K 0.01% 405

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Gilliland Jeter Wealth Management's XEL Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 273 shares — an estimated $17.8K sold.

Gilliland Jeter Wealth Management first reported a position in XEL in Q1 2024 and held it in 3 quarters. The position peaked at $17.8K in Q3 2024. 1,112 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 273 Xcel Energy shares in Q4 2024, an estimated $17.8K.
  • Gilliland Jeter Wealth Management first reported a position in Xcel Energy in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Xcel Energy position peaked at $17.8K in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.