Xcel Energy shares owned by Ballast Advisors
Historical chart of Ballast Advisors investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 4.1k | 80.65 |
| 2025-06-30 | $276k | 4.1k | 68.10 |
| 2025-03-31 | $233k | 3.3k | 70.78 |
| 2024-12-31 | $259k | 3.8k | 67.51 |
| 2024-09-30 | $252k | 3.9k | 65.30 |
| 2024-06-30 | $251k | 4.7k | 53.41 |
| 2024-03-31 | $285k | 5.3k | 53.75 |
| 2023-12-31 | $256k | 4.1k | 61.91 |
| 2023-09-30 | $335k | 5.9k | 57.22 |
| 2023-06-30 | $401k | 6.4k | 62.17 |
| 2023-03-31 | $441k | 6.5k | 67.44 |
| 2022-12-31 | $428k | 6.1k | 70.12 |
| 2022-09-30 | $255k | 4.0k | 64.05 |
| 2022-06-30 | $281k | 4.0k | 70.67 |
| 2022-03-31 | $287k | 4.0k | 72.24 |
| 2021-12-31 | $245k | 3.6k | 67.79 |
| 2021-09-30 | $226k | 3.6k | 62.60 |
| 2021-06-30 | $238k | 3.6k | 66.00 |
| 2021-03-31 | $240k | 3.6k | 66.63 |
| 2020-12-31 | $240k | 3.6k | 66.69 |
| 2020-09-30 | $225k | 3.3k | 68.91 |
| 2020-03-31 | $239k | 4.0k | 60.31 |
| 2019-12-31 | $220k | 3.5k | 63.58 |