Xcel Energy shares owned by Calton & Associates
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $687k | 9.3k | 73.86 |
| 2021-06-30 | $263k | 4.0k | 65.85 |
| 2021-03-31 | $251k | 3.8k | 66.54 |
| 2020-12-31 | $417k | 6.3k | 66.71 |
| 2020-09-30 | $357k | 5.2k | 69.07 |
| 2020-06-30 | $323k | 5.2k | 62.42 |
| 2020-03-31 | $313k | 5.2k | 60.27 |
| 2019-12-31 | $261k | 4.1k | 63.44 |
| 2019-09-30 | $242k | 3.7k | 64.95 |
| 2017-12-31 | $56k | 1.2k | 45.16 |