XEL XCEL ENERGY INC COM

Ownership history in Beck Bode, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Beck Bode, LLC reported a position in XCEL ENERGY INC COM (XEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.57% (2025 Q3)
Avg. % of fund
2.79%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 272,387 -1,726 -0.6% 3.35% $20.1M $73.32
2025 Q3 REDUCED 274,113 -4,214 -1.5% 3.57% $22.1M $79.45
2025 Q2 ADDED 278,327 +24,179 +9.5% 3.21% $19.0M $66.56
2025 Q1 ADDED 254,148 +3,032 +1.2% 3.35% $18.0M $68.62
2024 Q4 ADDED 251,116 +17,689 +7.6% 3.10% $17.0M $64.37
2024 Q3 ADDED 233,427 +53,391 +29.7% 2.87% $15.2M $62.26
2024 Q1 ADDED 180,036 +31,583 +21.3% 1.98% $9.7M $50.29
2023 Q4 REDUCED 148,453 -12,718 -7.9% 2.06% $9.2M $57.31
2022 Q3 ADDED 161,171 +14,184 +9.6% 2.23% $10.3M $56.90
2022 Q2 INITIATED 146,987 2.21% $10.4M $62.50
% of Fund (quarterly)    XEL price (monthly, adj. close)
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