A detailed history of North Crest Asset Manangement, LLC transactions in Xcel Energy Inc stock. As of the latest transaction made, North Crest Asset Manangement, LLC holds 4,509 shares of XEL stock, worth $363,335. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,509
Previous 7,107 36.56%
Holding current value
$363,335
Previous $573,000 36.65%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

SELL
$79.6 - $81.85 $206,800 - $212,646
-2,598 Reduced 36.56%
4,509 $363,000
Q3 2025

Oct 29, 2025

BUY
$67.56 - $80.65 $14,525 - $17,339
215 Added 3.12%
7,107 $573,000
Q2 2025

Jul 10, 2025

BUY
$65.65 - $72.39 $146,793 - $161,864
2,236 Added 48.02%
6,892 $469,000
Q1 2025

Apr 16, 2025

BUY
$63.37 - $72.1 $40,430 - $45,999
638 Added 15.88%
4,656 $329,000
Q4 2024

Mar 17, 2025

BUY
$62.16 - $72.92 $53,644 - $62,929
863 Added 27.35%
4,018 $271,000
Q3 2024

Oct 23, 2024

BUY
$52.11 - $65.3 $164,407 - $206,021
3,155 New
3,155 $206,000

Others Institutions Holding XEL

About XCEL ENERGY INC


  • Ticker XEL
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 546,990,976
  • Market Cap $44.1B
  • Description
  • Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. It operates through Regulated Electric Utility, Regulated Natural Gas Utility, and All Other segments. The company generates electricity through coal, nuclear, natural gas, hydroelectric, solar, biomass, oil, wood/refuse, and wind ene...
More about XEL
Track This Portfolio

Track North Crest Asset Manangement, LLC Portfolio

Follow North Crest Asset Manangement, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of North Crest Asset Manangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on North Crest Asset Manangement, LLC with notifications on news.