BBL
Beck Bode LLC’s Xcel Energy XEL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19M | Buy |
278,327
+24,179
| +10% | +$1.65M | 3.21% | 9 |
|
2025
Q1 | $18M | Buy |
254,148
+3,032
| +1% | +$215K | 3.35% | 6 |
|
2024
Q4 | $17M | Buy |
251,116
+17,689
| +8% | +$1.19M | 3.1% | 4 |
|
2024
Q3 | $15.2M | Buy |
+233,427
| New | +$15.2M | 2.87% | 13 |
|
2024
Q2 | – | Sell |
-180,036
| Closed | -$9.68M | – | 131 |
|
2024
Q1 | $9.68M | Buy |
180,036
+31,583
| +21% | +$1.7M | 1.98% | 24 |
|
2023
Q4 | $9.19M | Buy |
+148,453
| New | +$9.19M | 2.06% | 19 |
|
2022
Q4 | – | Sell |
-161,171
| Closed | -$10.3M | – | 258 |
|
2022
Q3 | $10.3M | Buy |
161,171
+14,184
| +10% | +$908K | 2.23% | 10 |
|
2022
Q2 | $10.4M | Buy |
+146,987
| New | +$10.4M | 2.21% | 13 |
|