Kistler-Tiffany Companies’s Xcel Energy XEL Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$1.37K	Buy	+22	New	+$1.47K	﹤0.01%	831
2020 Q2	–	Sell	-90	Closed	-$6K	–	639
2020 Q1	$6K	Hold	90	–	–	﹤0.01%	491
2019 Q4	$6K	Hold	90	–	–	﹤0.01%	499
2019 Q3	$6K	Hold	90	–	–	﹤0.01%	503
2019 Q2	$5K	Hold	90	–	–	﹤0.01%	507
2019 Q1	$5K	Hold	90	–	–	﹤0.01%	501
2018 Q4	$4K	Hold	90	–	–	﹤0.01%	502
2018 Q3	$4K	Sell	90 -32	-26%	-$1.51K	﹤0.01%	517
2018 Q2	$6K	Buy	122 +32	+36%	+$1.43K	﹤0.01%	474
2018 Q1	$4K	Hold	90	–	–	﹤0.01%	507
2017 Q4	$4K	Hold	90	–	–	﹤0.01%	496
2017 Q3	$4K	Hold	90	–	–	﹤0.01%	467
2017 Q2	$4K	Hold	90	–	–	﹤0.01%	452
2017 Q1	$4K	Hold	90	–	–	﹤0.01%	453
2016 Q4	$4K	Hold	90	–	–	﹤0.01%	459
2016 Q3	$4K	Hold	90	–	–	﹤0.01%	486
2016 Q2	$4K	Hold	90	–	–	﹤0.01%	494
2016 Q1	$4K	Buy	+90	New	+$3.51K	﹤0.01%	478
2014 Q4	–	Sell	-446	Closed	-$14K	–	631
2014 Q3	$14K	Buy	+446	New	+$14K	0.01%	409

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kistler-Tiffany Companies's XEL Position: Q2 2023 in Review

Kistler-Tiffany Companies opened a new position in Xcel Energy (XEL) in Q2 2023: 22 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Kistler-Tiffany Companies previously reported a position in XEL as recently as Q1 2020.

Kistler-Tiffany Companies first reported a position in XEL in Q3 2014 and has held it in 19 quarters since. The position peaked at $14K in Q3 2014. 962 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

Kistler-Tiffany Companies held 22 shares of Xcel Energy worth $1.37K as of Q2 2023.
Xcel Energy was a new Kistler-Tiffany Companies position in Q2 2023.
Xcel Energy made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #831 holding.
Kistler-Tiffany Companies first reported a position in Xcel Energy in Q3 2014 and has held it in 19 quarters since.
Kistler-Tiffany Companies's Xcel Energy position peaked at $14K in Q3 2014.
962 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.