Xcel Energy shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Xcel Energy by BKD Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $772k | 14k | 53.41 |
2024-03-31 | $876k | 16k | 53.75 |
2023-12-31 | $1.0M | 16k | 61.91 |
2023-09-30 | $992k | 17k | 57.22 |
2023-06-30 | $1.1M | 17k | 62.17 |
2022-06-30 | $217k | 3.1k | 70.85 |
2016-06-30 | $223k | 5.0k | 44.74 |
2016-03-31 | $202k | 4.8k | 41.81 |