JWM
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Janiczek Wealth Management’s Xcel Energy XEL Stock Holding History

Janiczek 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
Q2 		$23.1K Sell
432
-189
-30% -$10.3K ﹤0.01% 533
2024
Q1 		$33.4K Sell
621
-116
-16% -$6.62K 0.01% 477
2023
Q4 		$45.7K Sell
737
-367
-33% -$22K 0.01% 400
2023
Q3 		$63.2K Buy
1,104
+689
+166% +$41.4K 0.02% 331
2023
Q2 		$25.8K Hold
415
– – 0.01% 422
2023
Q1 		$29.2K Buy
415
+74
+22% +$4.99K 0.01% 390
2022
Q4 		$24.5K Sell
341
-67
-16% -$4.46K 0.01% 425
2022
Q3 		$25K Buy
408
+46
+13% +$3.35K 0.01% 422
2022
Q2 		$26K Buy
362
+67
+23% +$4.87K 0.01% 436
2022
Q1 		$21K Hold
295
– – 0.01% 448
2021
Q4 		$20K Buy
295
+13
+5% +$847 0.01% 487
2021
Q3 		$18K Hold
282
– – 0.01% 477
2021
Q2 		$19K Hold
282
– – 0.01% 445
2021
Q1 		$19K Sell
282
-18
-6% -$1.14K 0.01% 414
2020
Q4 		$20K Buy
300
+20
+7% +$1.39K 0.01% 356
2020
Q3 		$19K Buy
280
+15
+6% +$1.02K 0.01% 162
2020
Q2 		$17K Hold
265
– – 0.01% 123
2020
Q1 		$16K Sell
265
-165
-38% -$10.8K 0.01% 94
2019
Q4 		$27K Hold
430
– – 0.01% 87
2019
Q3 		$28K Buy
+430
New +$26.8K 0.01% 86

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janiczek Wealth Management's XEL Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Xcel Energy (XEL) stake by 30% in Q2 2024, selling an estimated $10.3K and leaving 432 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Janiczek Wealth Management first reported a position in XEL in Q3 2019 and has held it in 20 quarters since. The position peaked at $63.2K in Q3 2023. 972 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Janiczek Wealth Management held 432 shares of Xcel Energy worth $23.1K as of Q2 2024.
  • Janiczek Wealth Management sold 189 Xcel Energy shares in Q2 2024, an estimated $10.3K.
  • Xcel Energy made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #533 holding.
  • Janiczek Wealth Management first reported a position in Xcel Energy in Q3 2019 and has held it in 20 quarters since.
  • Janiczek Wealth Management's Xcel Energy position peaked at $63.2K in Q3 2023.
  • 972 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.