Xcel Energy shares owned by Goelzer Investment Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Goelzer Investment Management
from 13F filings
Historical chart of Goelzer Investment Management investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Goelzer Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Goelzer Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $325k | 6.1k | 53.75 |
| 2023-12-31 | $375k | 6.1k | 61.91 |
| 2023-09-30 | $346k | 6.1k | 57.22 |
| 2023-06-30 | $376k | 6.1k | 62.17 |
| 2023-03-31 | $408k | 6.1k | 67.44 |
| 2022-12-31 | $438k | 6.3k | 70.11 |
| 2022-09-30 | $400k | 6.3k | 64.00 |
| 2022-06-30 | $442k | 6.3k | 70.72 |
| 2022-03-31 | $465k | 6.5k | 72.09 |
| 2021-12-31 | $498k | 7.4k | 67.76 |
| 2021-09-30 | $464k | 7.4k | 62.50 |
| 2021-06-30 | $509k | 7.7k | 65.90 |
| 2021-03-31 | $522k | 7.9k | 66.50 |
| 2020-12-31 | $530k | 8.0k | 66.67 |
| 2020-09-30 | $571k | 8.3k | 69.00 |
| 2020-06-30 | $542k | 8.7k | 62.48 |
| 2020-03-31 | $531k | 8.8k | 60.34 |
| 2019-12-31 | $559k | 8.8k | 63.52 |
| 2019-09-30 | $571k | 8.8k | 64.89 |
| 2019-06-30 | $524k | 8.8k | 59.55 |
| 2019-03-31 | $495k | 8.8k | 56.25 |
| 2018-12-31 | $434k | 8.8k | 49.32 |
| 2018-09-30 | $415k | 8.8k | 47.16 |
| 2018-06-30 | $402k | 8.8k | 45.68 |
| 2018-03-31 | $400k | 8.8k | 45.45 |
| 2017-12-31 | $428k | 8.9k | 48.09 |
| 2017-09-30 | $431k | 9.1k | 47.36 |
| 2017-06-30 | $418k | 9.1k | 45.93 |
| 2017-03-31 | $404k | 9.1k | 44.40 |
| 2016-12-31 | $374k | 9.2k | 40.65 |
| 2016-09-30 | $378k | 9.2k | 41.09 |
| 2016-06-30 | $412k | 9.2k | 44.78 |
| 2016-03-31 | $422k | 10k | 41.78 |
| 2015-12-31 | $406k | 11k | 35.93 |
More positions owned by Goelzer Investment Management
View all positions for Goelzer Investment Management