Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership18,953 shares
Latest Disclosed Value $ 7,045,778
Xcel Wealth Management, LLC reports 13.19% increase in ownership of TSLA / Tesla, Inc.

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 18,953 shares of Tesla, Inc. (CH:TSLA) valued at $7,045,778 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 16,744 shares of Tesla, Inc.. This represents a change in shares of 13.19% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F TESLA COM 88160R101 18,953 2,209 13.19 7,046 -6.44 1.9488
2026-01-26 2025-12-31 13F TESLA COM 88160R101 16,744 5,651 50.94 7,530 52.65 1.9153
2025-10-29 2025-09-30 13F TESLA COM 88160R101 11,093 97 0.88 4,933 41.27 1.2823
2025-07-15 2025-06-30 13F TESLA COM 88160R101 10,996 -136 -1.22 3,493 21.08 0.9942
2025-04-28 2025-03-31 13F TESLA COM 88160R101 11,132 -1,321 -10.61 2,885 -42.65 0.8990
2025-02-05 2024-12-31 13F TESLA COM 88160R101 12,453 -614 -4.70 5,029 47.13 1.3937
2024-10-21 2024-09-30 13F TESLA COM 88160R101 13,067 265 2.07 3,419 34.94 1.0000
2024-07-23 2024-06-30 13F TESLA COM 88160R101 12,802 1,818 16.55 2,533 31.24 0.7932
2024-04-22 2024-03-31 13F TESLA COM 88160R101 10,984 1,691 18.20 1,931 -16.41 0.6036
2024-01-29 2023-12-31 13F TESLA COM 88160R101 9,293 9,293 2,309 0.8097
2023-10-17 2023-09-30 13F TESLA COM 88160R101 0 -5,040 -100.00 0 -100.00
2023-07-26 2023-06-30 13F TESLA COM 88160R101 5,040 435 9.45 1,319 38.12 0.4169
2023-04-26 2023-03-31 13F TESLA COM 88160R101 4,605 -92 -1.96 955 65.22 0.3362
2023-02-15 2022-12-31 13F/A-1 TESLA COM 88160R101 4,697 -72 -1.51 579 -54.31 0.2279
2023-01-19 2022-12-31 13F TESLA COM 88160R101 4,697 -72 1 0.2280
2022-10-20 2022-09-30 13F TESLA COM 88160R101 4,769 3,296 223.76 1,265 27.52 0.4710
2022-07-26 2022-06-30 13F TESLA COM 88160R101 1,473 72 5.14 992 -34.30 0.3616
2022-04-29 2022-03-31 13F TESLA COM 88160R101 1,401 106 8.19 1,510 10.30 0.4141
2022-02-03 2021-12-31 13F TESLA COM 88160R101 1,295 -31 -2.34 1,369 33.17 0.3519
2021-10-21 2021-09-30 13F TESLA COM 88160R101 1,326 83 6.68 1,028 21.66 0.2981
2021-07-15 2021-06-30 13F TESLA COM 88160R101 1,243 150 13.72 845 15.75 0.2551
2021-04-15 2021-03-31 13F TESLA COM 88160R101 1,093 32 3.02 730 -2.41 0.2604
2021-01-13 2020-12-31 13F TESLA COM 88160R101 1,061 41 4.02 748 71.17 0.3228
2020-10-27 2020-09-30 13F TESLA COM 88160R101 1,020 1,020 437 0.2247
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.