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Xcel Energy shares owned by SFMG Wealth Advisors

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by SFMG Wealth Advisors from 13F filings

Historical chart of SFMG Wealth Advisors investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2013-03-31 $105k 3.6k 29.58
2012-12-31 $95k 3.6k 26.76
2012-09-30 $7.0k 250 28.00