Xcel Energy shares owned by Aventura Private Wealth
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Aventura Private Wealth
from 13F filings
Historical chart of Aventura Private Wealth investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Aventura Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $319k | 4.3k | 73.86 |
| 2025-09-30 | $352k | 4.4k | 80.65 |
| 2025-06-30 | $332k | 4.9k | 68.10 |
| 2025-03-31 | $345k | 4.9k | 70.79 |
| 2024-12-31 | $329k | 4.9k | 67.52 |