Xcel Energy shares owned by Optimal Asset Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Optimal Asset Management
from 13F filings
Historical chart of Optimal Asset Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Optimal Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $992k | 16k | 62.51 |
| 2021-06-30 | $1.0M | 16k | 65.90 |
| 2021-03-31 | $1.1M | 16k | 66.51 |
| 2020-12-31 | $967k | 15k | 66.69 |
| 2020-09-30 | $2.0M | 29k | 69.01 |
| 2020-06-30 | $552k | 8.8k | 62.54 |