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P.J. Schmidt Investment Management (PJS)’s Xcel Energy XEL Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
Q1 		– Sell
-36,128
Closed -$2.15M – 186
2023
Q4 		$2.15M Sell
36,128
-6,407
-15% -$384K 0.43% 51
2023
Q3 		$2.51M Sell
42,535
-2,571
-6% -$155K 0.54% 49
2023
Q2 		$2.93M Buy
45,106
+250
+0.6% +$16.7K 0.58% 49
2023
Q1 		$3.15M Buy
44,856
+37,201
+486% +$2.51M 0.66% 47
2022
Q4 		$537K Buy
7,655
+619
+9% +$41.2K 0.12% 96
2022
Q3 		$428K Buy
+7,036
New +$512K 0.1% 111

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s XEL Position: Q1 2024 in Review

P.J. Schmidt Investment Management (PJS) sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 36,128 shares — an estimated $2.15M sold.

P.J. Schmidt Investment Management (PJS) first reported a position in XEL in Q3 2022 and held it in 6 quarters. The position peaked at $3.15M in Q1 2023. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • P.J. Schmidt Investment Management (PJS) reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 36,128 Xcel Energy shares in Q1 2024, an estimated $2.15M.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Xcel Energy in Q3 2022 and held it in 6 quarters.
  • P.J. Schmidt Investment Management (PJS)'s Xcel Energy position peaked at $3.15M in Q1 2023.
  • 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2024, filed 26 Apr 2024.