Xcel Energy shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $374k | 5.6k | 66.62 |
| 2020-09-30 | $345k | 5.0k | 69.08 |
| 2020-06-30 | $310k | 5.0k | 62.45 |
| 2020-03-31 | $299k | 5.0k | 60.23 |
| 2019-12-31 | $315k | 5.0k | 63.46 |
| 2019-09-30 | $344k | 5.3k | 64.91 |
| 2018-03-31 | $217k | 4.6k | 47.42 |
| 2017-12-31 | $220k | 4.6k | 48.08 |
| 2017-09-30 | $217k | 4.6k | 47.42 |
| 2017-06-30 | $207k | 4.5k | 45.95 |
| 2017-03-31 | $207k | 4.7k | 44.37 |
| 2016-06-30 | $213k | 4.7k | 44.88 |
| 2016-03-31 | $206k | 4.9k | 41.89 |
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