NorthCrest Asset Manangement’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	$470K	Buy	6,892 +2,236	+48%	+$152K	0.01%	430
2025 Q1	$330K	Buy	4,656 +638	+16%	+$45.2K	0.01%	498
2024 Q4	$271K	Buy	4,018 +863	+27%	+$58.3K	0.01%	502
2024 Q3	$206K	Buy	+3,155	New	+$206K	0.01%	529