Xcel Energy shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $913k | 15k | 62.17 |
| 2023-03-31 | $1.0M | 15k | 67.44 |
| 2022-12-31 | $1.1M | 15k | 70.11 |
| 2022-09-30 | $1.0M | 16k | 64.02 |
| 2022-06-30 | $1.2M | 18k | 70.78 |
| 2022-03-31 | $889k | 12k | 72.15 |
| 2021-12-31 | $846k | 13k | 67.73 |
| 2021-09-30 | $765k | 12k | 62.46 |
| 2021-06-30 | $869k | 13k | 65.86 |
| 2021-03-31 | $795k | 12k | 66.50 |
| 2020-12-31 | $797k | 12k | 66.67 |
| 2020-09-30 | $907k | 13k | 68.99 |
| 2020-06-30 | $883k | 14k | 62.46 |
| 2020-03-31 | $799k | 13k | 60.28 |
| 2019-12-31 | $833k | 13k | 63.48 |
| 2019-09-30 | $851k | 13k | 64.90 |
| 2019-06-30 | $779k | 13k | 59.45 |
| 2019-03-31 | $740k | 13k | 56.21 |
| 2018-12-31 | $648k | 13k | 49.26 |
| 2018-09-30 | $674k | 14k | 47.20 |
| 2018-06-30 | $626k | 14k | 45.65 |
| 2018-03-31 | $577k | 13k | 45.49 |
| 2017-12-31 | $1.0M | 22k | 48.12 |
| 2017-09-30 | $1.0M | 22k | 47.33 |
| 2017-06-30 | $944k | 21k | 45.89 |
| 2017-03-31 | $995k | 22k | 44.44 |
| 2016-12-31 | $862k | 21k | 40.71 |
| 2016-09-30 | $854k | 21k | 41.12 |
| 2016-06-30 | $930k | 21k | 44.80 |
| 2016-03-31 | $994k | 24k | 41.83 |
More positions owned by BerganKDV Wealth Management
View all positions for BerganKDV Wealth Management