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Xcel Energy shares owned by Bell Investment Advisors

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

Historical chart of Bell Investment Advisors investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Bell Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $68k 837 80.65
2025-06-30 $58k 853 68.10
2025-03-31 $59k 832 70.79
2024-12-31 $42k 621 67.52
2024-09-30 $41k 623 65.30
2024-03-31 $39k 727 53.75
2023-12-31 $45k 727 61.91
2023-09-30 $37k 646 57.22
2023-06-30 $12k 191 62.17
2023-03-31 $6.9k 102 67.44
2022-12-31 $3.7k 53 70.11
2022-09-30 $4.0k 61 65.57
2022-06-30 $3.0k 41 73.17
2021-12-31 $4.0k 62 64.52
2021-09-30 $2.0k 35 57.14