Xcel Energy shares owned by Carlson Capital Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Carlson Capital Management
from 13F filings
Historical chart of Carlson Capital Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Carlson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $213k | 4.0k | 53.75 |
| 2023-12-31 | $748k | 12k | 61.91 |
| 2023-09-30 | $679k | 12k | 57.22 |
| 2023-06-30 | $803k | 13k | 62.17 |
| 2023-03-31 | $890k | 13k | 67.44 |
| 2022-12-31 | $1.1M | 16k | 70.11 |
| 2022-09-30 | $1.1M | 17k | 64.01 |
| 2022-06-30 | $1.2M | 17k | 70.78 |
| 2022-03-31 | $1.3M | 18k | 72.17 |
| 2021-12-31 | $1.1M | 16k | 67.70 |
| 2021-09-30 | $1.0M | 17k | 62.52 |
| 2021-06-30 | $896k | 14k | 65.85 |
| 2021-03-31 | $949k | 14k | 66.49 |
| 2020-12-31 | $844k | 13k | 65.76 |
| 2020-09-30 | $742k | 11k | 69.00 |
| 2020-06-30 | $686k | 11k | 63.81 |
| 2020-03-31 | $690k | 11k | 64.58 |
| 2019-12-31 | $695k | 11k | 63.45 |
| 2019-09-30 | $529k | 8.2k | 64.90 |
| 2019-06-30 | $482k | 8.1k | 59.43 |
| 2019-03-31 | $437k | 7.8k | 56.26 |
| 2018-12-31 | $383k | 7.8k | 49.32 |
| 2018-09-30 | $411k | 8.7k | 47.21 |
| 2018-06-30 | $397k | 8.7k | 45.62 |
| 2018-03-31 | $231k | 5.1k | 45.52 |
| 2017-12-31 | $247k | 5.1k | 48.07 |
| 2017-09-30 | $250k | 5.3k | 47.36 |
| 2017-06-30 | $245k | 5.3k | 45.84 |
More positions owned by Carlson Capital Management
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