TSWM
XEL icon

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Tyler-Stone Wealth Management's XEL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 250 shares — an estimated $13.4K sold.

Tyler-Stone Wealth Management first reported a position in XEL in Q4 2021 and held it in 10 quarters. The position peaked at $18K in Q4 2022. 1,031 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 250 Xcel Energy shares in Q3 2024, an estimated $13.4K.
  • Tyler-Stone Wealth Management first reported a position in Xcel Energy in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Xcel Energy position peaked at $18K in Q4 2022.
  • 1,031 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.