WCM
Wedge Capital Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
233,989
+55,368
| +31% | +$3.77M | 0.28% | 95 |
|
|
2025
Q1 | $12.6M | Sell |
178,621
-4,298
| -2% | -$304K | 0.24% | 107 |
|
|
2024
Q4 | $12.4M | Sell |
182,919
-35,797
| -16% | -$2.42M | 0.22% | 104 |
|
|
2024
Q3 | $14.3M | Buy |
+218,716
| New | +$14.3M | 0.25% | 106 |
|
|
2018
Q4 | – | Sell |
-265,976
| Closed | -$12.6M | – | 593 |
|
|
2018
Q3 | $12.6M | Buy |
265,976
+18,856
| +8% | +$890K | 0.12% | 226 |
|
|
2018
Q2 | $11.3M | Sell |
247,120
-9,335
| -4% | -$426K | 0.11% | 224 |
|
|
2018
Q1 | $11.7M | Buy |
256,455
+11,818
| +5% | +$538K | 0.11% | 226 |
|
|
2017
Q4 | $11.8M | Sell |
244,637
-18,135
| -7% | -$872K | 0.11% | 233 |
|
|
2017
Q3 | $12.4M | Buy |
262,772
+2,962
| +1% | +$140K | 0.12% | 234 |
|
|
2017
Q2 | $11.9M | Sell |
259,810
-34,906
| -12% | -$1.6M | 0.11% | 219 |
|
|
2017
Q1 | $13.1M | Buy |
+294,716
| New | +$13.1M | 0.13% | 214 |
|