Xcel Energy shares owned by Wambolt & Associates
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $380k | 6.1k | 61.91 |
| 2023-09-30 | $497k | 9.0k | 55.03 |
| 2023-06-30 | $612k | 9.8k | 62.17 |
| 2023-03-31 | $733k | 11k | 67.52 |
| 2022-12-31 | $802k | 11k | 70.11 |
| 2022-09-30 | $732k | 11k | 63.96 |
| 2022-06-30 | $824k | 12k | 70.74 |
| 2022-03-31 | $850k | 12k | 72.72 |
| 2021-12-31 | $803k | 12k | 67.69 |
| 2021-09-30 | $718k | 12k | 62.49 |
| 2021-06-30 | $684k | 10k | 67.08 |
| 2021-03-31 | $839k | 13k | 66.77 |
| 2020-12-31 | $874k | 13k | 66.68 |
| 2020-09-30 | $520k | 7.5k | 68.97 |
| 2020-06-30 | $445k | 7.1k | 62.56 |
| 2020-03-31 | $429k | 7.1k | 60.31 |
| 2019-12-31 | $452k | 7.1k | 63.55 |
| 2019-09-30 | $448k | 6.9k | 64.86 |
| 2019-06-30 | $411k | 6.9k | 59.50 |
| 2019-03-31 | $1.4M | 25k | 55.76 |
| 2018-12-31 | $226k | 4.6k | 49.34 |