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BTC Capital Management’s Xcel Energy XEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.16M Sell
105,417
-3,313
-3% -$225K 0.58% 48
2025
Q1
$7.7M Buy
108,730
+921
+0.9% +$65.2K 0.7% 43
2024
Q4
$7.27M Sell
107,809
-5,630
-5% -$380K 0.67% 46
2024
Q3
$7.41M Buy
113,439
+4,378
+4% +$286K 0.66% 53
2024
Q2
$5.82M Buy
109,061
+1,010
+0.9% +$53.9K 0.54% 60
2024
Q1
$5.81M Buy
+108,051
New +$5.81M 0.53% 67
2023
Q3
$4.98M Buy
87,029
+711
+0.8% +$40.7K 0.57% 62
2023
Q2
$5.35M Buy
86,318
+16,616
+24% +$1.03M 0.58% 60
2023
Q1
$4.7M Buy
69,702
+1,620
+2% +$109K 0.54% 67
2022
Q4
$4.77M Buy
68,082
+2,942
+5% +$206K 0.57% 57
2022
Q3
$4.17M Buy
+65,140
New +$4.17M 0.55% 62