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GYL Financial Synergies’s Xcel Energy XEL Stock Holding History

GYL Financial Synergies’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
Q3 		$1M Buy
15,314
+549
+4% +$32.6K 0.08% 187
2024
Q2 		$789K Sell
14,765
-2,574
-15% -$140K 0.06% 199
2024
Q1 		$932K Sell
17,339
-2,720
-14% -$155K 0.07% 188
2023
Q4 		$1.24M Buy
20,059
+231
+1% +$13.9K 0.1% 168
2023
Q3 		$1.13M Sell
19,828
-292
-1% -$17.6K 0.11% 166
2023
Q2 		$1.25M Buy
+20,120
New +$1.34M 0.11% 159

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GYL Financial Synergies's XEL Position: Q3 2024 in Review

GYL Financial Synergies increased its Xcel Energy (XEL) stake by 3.7% in Q3 2024, buying an estimated $32.6K and bringing the position to 15,314 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #187.

GYL Financial Synergies first reported a position in XEL in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.25M in Q2 2023. 1,030 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • GYL Financial Synergies held 15,314 shares of Xcel Energy worth $1M as of Q3 2024.
  • GYL Financial Synergies bought 549 Xcel Energy shares in Q3 2024, an estimated $32.6K.
  • Xcel Energy made up 0.08% of GYL Financial Synergies's portfolio in Q3 2024, its #187 holding.
  • GYL Financial Synergies first reported a position in Xcel Energy in Q2 2023 and has held it in 6 quarters since.
  • GYL Financial Synergies's Xcel Energy position peaked at $1.25M in Q2 2023.
  • 1,030 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.