Xcel Energy shares owned by Bard Financial Services
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Bard Financial Services
from 13F filings
Historical chart of Bard Financial Services investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Bard Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $694k | 11k | 65.30 |
| 2024-06-30 | $588k | 11k | 53.41 |
| 2024-03-31 | $591k | 11k | 53.75 |
| 2023-12-31 | $681k | 11k | 61.91 |
| 2023-09-30 | $651k | 11k | 57.22 |
| 2023-06-30 | $707k | 11k | 62.17 |
| 2023-03-31 | $767k | 11k | 67.44 |
| 2022-12-31 | $798k | 11k | 70.15 |
| 2022-09-30 | $728k | 11k | 64.00 |
| 2022-06-30 | $805k | 11k | 70.77 |
| 2022-03-31 | $821k | 11k | 72.18 |
| 2021-12-31 | $770k | 11k | 67.69 |
| 2021-09-30 | $711k | 11k | 62.51 |
| 2021-06-30 | $749k | 11k | 65.85 |
| 2021-03-31 | $757k | 11k | 66.55 |
| 2020-12-31 | $758k | 11k | 66.64 |
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