P.J. Schmidt Investment Management (PJS)’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36,128
| Closed | -$2.15M | – | 186 |
|
|
2023
Q4 | $2.15M | Sell |
36,128
-6,407
| -15% | -$381K | 0.43% | 51 |
|
|
2023
Q3 | $2.51M | Sell |
42,535
-2,571
| -6% | -$152K | 0.54% | 49 |
|
|
2023
Q2 | $2.93M | Buy |
45,106
+250
| +0.6% | +$16.2K | 0.58% | 49 |
|
|
2023
Q1 | $3.15M | Buy |
44,856
+37,201
| +486% | +$2.61M | 0.66% | 47 |
|
|
2022
Q4 | $537K | Buy |
7,655
+619
| +9% | +$43.4K | 0.12% | 96 |
|
|
2022
Q3 | $428K | Buy |
+7,036
| New | +$428K | 0.1% | 111 |
|