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NFJ Investment Group’s Xcel Energy XEL Stock Holding History

NFJ Investment Group’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
-183
Closed -$9.77K – 296
2024
Q2 		$9.77K Hold
183
– – ﹤0.01% 246
2024
Q1 		$9.84K Sell
183
-677,348
-100% -$38.7M ﹤0.01% 227
2023
Q4 		$41.9M Buy
677,531
+59,027
+10% +$3.54M 1.16% 25
2023
Q3 		$35.4M Buy
+618,504
New +$37.2M 1.03% 32
2022
Q2 		– Sell
-209,238
Closed -$15.1M – 353
2022
Q1 		$15.1M Sell
209,238
-137,624
-40% -$9.46M 0.31% 100
2021
Q4 		$23.5M Buy
346,862
+8,451
+2% +$551K 0.43% 73
2021
Q3 		$21.2M Sell
338,411
-22,769
-6% -$1.54M 0.41% 69
2021
Q2 		$23.8M Sell
361,180
-65,743
-15% -$4.58M 0.45% 66
2021
Q1 		$28.4M Buy
+426,923
New +$27M 0.57% 48

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
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

NFJ Investment Group's XEL Position: Q3 2024 in Review

NFJ Investment Group sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 183 shares — an estimated $9.77K sold.

NFJ Investment Group first reported a position in XEL in Q1 2021 and held it in 9 quarters. The position peaked at $41.9M in Q4 2023. 1,030 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

  • NFJ Investment Group reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
  • NFJ Investment Group sold 183 Xcel Energy shares in Q3 2024, an estimated $9.77K.
  • NFJ Investment Group first reported a position in Xcel Energy in Q1 2021 and held it in 9 quarters.
  • NFJ Investment Group's Xcel Energy position peaked at $41.9M in Q4 2023.
  • 1,030 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on NFJ Investment Group's 13F filing for Q3 2024, filed 14 Nov 2024.