Xcel Energy shares owned by AE Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $14M | 194k | 73.86 |
| 2025-09-30 | $2.1M | 26k | 80.65 |
| 2025-06-30 | $1.7M | 24k | 68.10 |
| 2025-03-31 | $1.3M | 19k | 70.79 |
| 2024-12-31 | $1.3M | 20k | 67.52 |
| 2024-09-30 | $1.2M | 19k | 65.30 |
| 2024-06-30 | $1.1M | 22k | 53.41 |
| 2024-03-31 | $930k | 17k | 53.75 |
| 2023-12-31 | $4.8M | 81k | 59.39 |
| 2023-09-30 | $2.4M | 43k | 57.22 |
| 2023-06-30 | $1.7M | 28k | 62.17 |
| 2023-03-31 | $1.9M | 28k | 67.44 |
| 2022-12-31 | $4.4M | 62k | 70.11 |
| 2022-09-30 | $3.5M | 55k | 64.00 |
| 2022-06-30 | $3.6M | 51k | 70.77 |
| 2022-03-31 | $1.4M | 20k | 72.17 |
| 2021-12-31 | $1.3M | 20k | 67.69 |
| 2021-09-30 | $1.4M | 23k | 62.48 |
| 2021-06-30 | $1.6M | 24k | 65.88 |
| 2021-03-31 | $1.6M | 24k | 66.49 |
| 2020-12-31 | $1.6M | 24k | 66.65 |
| 2020-09-30 | $1.8M | 27k | 69.02 |
| 2020-06-30 | $1.5M | 24k | 62.48 |
| 2020-03-31 | $1.8M | 30k | 60.29 |
| 2019-12-31 | $1.6M | 26k | 63.48 |
| 2019-09-30 | $1.4M | 22k | 64.88 |
| 2019-06-30 | $1.2M | 21k | 59.48 |
| 2019-03-31 | $614k | 11k | 56.19 |
| 2018-12-31 | $507k | 10k | 49.24 |
| 2018-09-30 | $567k | 12k | 47.25 |
| 2018-06-30 | $519k | 11k | 45.67 |
| 2018-03-31 | $539k | 12k | 45.45 |
| 2017-12-31 | $570k | 12k | 48.09 |
| 2017-09-30 | $512k | 11k | 47.33 |
| 2017-06-30 | $409k | 8.9k | 45.91 |
| 2017-03-31 | $469k | 11k | 44.47 |