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Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

XEL holding history

Xcel Energy Inc in every 13F filed by Bartlett & Co. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XEL overviewAll 13F holders of XELFull Q4 2023 holdings

Shares (Q4 2023)
1,241
Value
$77.0K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of XEL by Bartlett & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20231,241$77.0K<0.1%00.0%UnchangedHolders
Q3 20231,241$72.0K<0.1%00.0%UnchangedHolders
Q2 20231,241$78.0K<0.1%+200+19.2%AddedHolders
Q1 20231,041$71.0K<0.1%00.0%UnchangedHolders
Q4 20221,041$73.0K<0.1%00.0%UnchangedHolders
Q3 20221,041$67.0K<0.1%00.0%UnchangedHolders
Q2 20221,041$74.0K<0.1%00.0%UnchangedHolders
Q1 20221,041$76.0K<0.1%+1,041NewHolders
Q4 20210$00.0%−800−100.0%Sold outHolders
Q3 2021800$50.0K<0.1%00.0%UnchangedHolders
Q2 2021800$53.0K<0.1%00.0%UnchangedHolders
Q1 2021800$53.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.