Xcel Energy shares owned by Berger Financial Group
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 38k | 80.65 |
| 2025-06-30 | $2.5M | 36k | 68.10 |
| 2025-03-31 | $2.6M | 37k | 70.79 |
| 2024-12-31 | $2.6M | 38k | 67.52 |
| 2024-09-30 | $1.8M | 27k | 65.30 |
| 2024-03-31 | $1.4M | 26k | 53.75 |
| 2023-12-31 | $1.6M | 26k | 61.91 |
| 2023-09-30 | $1.5M | 26k | 57.22 |
| 2023-06-30 | $1.6M | 25k | 62.17 |
| 2023-03-31 | $1.3M | 19k | 67.44 |
| 2022-12-31 | $1.3M | 18k | 70.11 |
| 2022-09-30 | $1.0M | 16k | 63.98 |
| 2022-06-30 | $1.2M | 16k | 70.78 |
| 2022-03-31 | $1.2M | 17k | 72.15 |
| 2021-12-31 | $1.1M | 17k | 67.73 |
| 2021-09-30 | $1.0M | 17k | 62.50 |
| 2021-06-30 | $1.0M | 16k | 65.86 |
| 2021-03-31 | $661k | 9.9k | 66.49 |
| 2020-12-31 | $646k | 9.7k | 66.63 |