BTG Pactual Asset Management US’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5M Sell
73,368
-28,160
-28% -$1.92M 0.55% 35
2025
Q1
$7.19M Buy
101,528
+3,956
+4% +$280K 0.77% 24
2024
Q4
$6.59M Buy
97,572
+38,091
+64% +$2.57M 0.68% 28
2024
Q3
$3.88M Sell
59,481
-48,136
-45% -$3.14M 0.33% 45
2024
Q2
$5.75M Buy
+107,617
New +$5.75M 0.85% 21