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Xcel Energy shares owned by Avalon Trust

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

Historical chart of Avalon Trust investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Avalon Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $50k 800 61.91
2023-09-30 $46k 800 57.22
2023-06-30 $50k 800 62.17
2023-03-31 $54k 800 67.44