Xcel Energy shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Xcel Energy by Badgley Phelps Wealth Managers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $327k | 5.3k | 62.20 |
2023-09-30 | $314k | 5.5k | 57.22 |
2023-06-30 | $319k | 5.1k | 62.17 |
2023-03-31 | $354k | 5.3k | 67.44 |
2022-12-31 | $341k | 4.9k | 70.11 |
2022-09-30 | $311k | 4.9k | 63.95 |
2022-06-30 | $344k | 4.9k | 70.74 |
2022-03-31 | $346k | 4.8k | 72.08 |
2021-12-31 | $351k | 5.2k | 67.73 |
2021-09-30 | $324k | 5.2k | 62.52 |
More positions owned by Badgley Phelps Wealth Managers
View all positions for Badgley Phelps Wealth Managers