BWM
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BNC Wealth Management’s Xcel Energy XEL Stock Holding History

BNC Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,629
Closed -$398K – 107
2025
Q1 		$398K Buy
+5,629
New +$398K 0.14% 71
2020
Q4 		– Sell
-629
Closed -$43K – 475
2020
Q3 		$43K Buy
+629
New +$43K 0.03% 176