Xcel Energy shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 48k | 53.75 |
| 2023-12-31 | $1.4M | 23k | 61.91 |
| 2023-09-30 | $1.3M | 22k | 57.22 |
| 2023-06-30 | $1.2M | 19k | 62.17 |
| 2023-03-31 | $1.3M | 19k | 67.44 |
| 2022-12-31 | $1.3M | 19k | 68.01 |
| 2022-09-30 | $1.3M | 20k | 63.98 |
| 2022-06-30 | $1.4M | 19k | 70.76 |
| 2022-03-31 | $1.4M | 20k | 72.15 |
| 2021-12-31 | $1.3M | 20k | 67.71 |
| 2021-09-30 | $1.2M | 19k | 62.50 |
| 2021-06-30 | $1.2M | 19k | 65.90 |
| 2021-03-31 | $1.3M | 19k | 66.52 |
| 2020-12-31 | $1.2M | 19k | 66.65 |
| 2020-09-30 | $1.2M | 18k | 69.00 |
| 2020-06-30 | $1.2M | 19k | 62.49 |
| 2020-03-31 | $1.2M | 19k | 60.28 |
| 2019-12-31 | $1.2M | 20k | 63.48 |
| 2019-09-30 | $1.2M | 19k | 64.87 |
| 2019-06-30 | $1.1M | 19k | 59.49 |
| 2019-03-31 | $1.1M | 19k | 56.24 |
| 2018-12-31 | $921k | 19k | 49.28 |
| 2018-09-30 | $437k | 9.3k | 47.17 |
| 2018-06-30 | $442k | 9.7k | 45.70 |
| 2018-03-31 | $478k | 11k | 45.52 |
| 2017-12-31 | $539k | 11k | 48.09 |
| 2017-09-30 | $577k | 12k | 49.45 |
| 2017-06-30 | $535k | 12k | 45.85 |
| 2017-03-31 | $519k | 12k | 44.48 |
| 2016-12-31 | $494k | 12k | 40.68 |
| 2016-09-30 | $500k | 12k | 41.17 |
| 2016-06-30 | $450k | 10k | 44.81 |
| 2016-03-31 | $401k | 9.6k | 41.80 |
| 2015-12-31 | $333k | 9.3k | 35.96 |
| 2015-09-30 | $328k | 9.3k | 35.42 |
| 2015-06-30 | $298k | 9.3k | 32.18 |
| 2015-03-31 | $322k | 9.3k | 34.77 |
| 2014-12-31 | $333k | 9.3k | 35.96 |
| 2014-09-30 | $282k | 9.3k | 30.45 |
| 2014-06-30 | $325k | 10k | 32.21 |
| 2014-03-31 | $306k | 10k | 30.32 |
| 2013-12-31 | $295k | 11k | 27.90 |
| 2013-09-30 | $292k | 11k | 27.61 |
More positions owned by Summit Investment Advisors
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