NIG
XEL icon

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 $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