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Xcel Energy shares owned by Trust

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

Historical chart of Trust investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $155k 2.9k 53.75
2023-12-31 $178k 2.9k 61.91
2023-09-30 $298k 5.2k 57.22
2023-06-30 $324k 5.2k 62.17
2023-03-31 $194k 2.9k 67.44
2022-12-31 $202k 2.9k 70.09
2022-09-30 $184k 2.9k 63.84
2022-06-30 $204k 2.9k 70.78
2022-03-31 $208k 2.9k 72.17
2021-12-31 $195k 2.9k 67.66
2021-09-30 $180k 2.9k 62.46
2021-06-30 $190k 2.9k 65.93
2021-03-31 $192k 2.9k 66.62
2020-12-31 $192k 2.9k 66.62
2020-09-30 $199k 2.9k 69.05
2016-12-31 $8.0k 200 40.00
2016-09-30 $12k 289 41.52
2016-06-30 $9.0k 200 45.00
2016-03-31 $8.0k 200 40.00
2015-12-31 $7.2k 200 35.91
2015-09-30 $7.0k 200 35.00
2015-06-30 $6.0k 200 30.00
2015-03-31 $7.0k 200 35.00