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Tyler-Stone Wealth Management’s Xcel Energy XEL Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-250
Closed -$13.4K – 958
2024
Q2 		$13.4K Hold
250
– – 0.01% 606
2024
Q1 		$13.4K Hold
250
– – 0.01% 601
2023
Q4 		$15.5K Hold
250
– – 0.01% 554
2023
Q3 		$14K Hold
250
– – 0.01% 548
2023
Q2 		$16K Buy
+250
New +$16.7K 0.01% 522
2022
Q4 		$18K Hold
250
– – 0.01% 459
2022
Q3 		$16K Hold
250
– – 0.01% 469
2022
Q2 		$18K Hold
250
– – 0.01% 470
2022
Q1 		$18K Hold
250
– – 0.01% 485
2021
Q4 		$17K Buy
+250
New +$16.3K 0.01% 514

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return