BCM
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 |
|