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Xcel Energy shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Ballast Advisors

Quarter filed Position value Share count Share price at filing
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