Xcel Energy shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $571k | 7.1k | 80.65 |
| 2025-06-30 | $471k | 6.9k | 68.10 |
| 2025-03-31 | $455k | 6.4k | 70.79 |
| 2024-12-31 | $958k | 14k | 67.52 |
| 2024-09-30 | $381k | 5.8k | 65.30 |
| 2024-06-30 | $741k | 14k | 53.41 |
| 2024-03-31 | $297k | 5.5k | 53.75 |
| 2023-12-31 | $352k | 5.7k | 61.91 |
| 2023-09-30 | $307k | 5.4k | 57.22 |
| 2023-06-30 | $398k | 6.4k | 62.17 |
| 2023-03-31 | $924k | 14k | 67.44 |
| 2022-12-31 | $472k | 6.7k | 70.13 |
| 2022-09-30 | $404k | 6.3k | 63.93 |
| 2022-06-30 | $417k | 5.9k | 70.73 |
| 2022-03-31 | $412k | 5.7k | 72.24 |
| 2021-12-31 | $346k | 5.1k | 67.76 |
| 2021-09-30 | $288k | 4.6k | 62.55 |
| 2021-06-30 | $261k | 4.0k | 65.91 |
| 2021-03-31 | $255k | 3.8k | 66.49 |
| 2020-12-31 | $247k | 3.7k | 66.61 |
| 2019-12-31 | $229k | 3.6k | 63.63 |
| 2019-09-30 | $222k | 3.4k | 64.80 |
| 2019-06-30 | $204k | 3.4k | 59.48 |
| 2018-12-31 | $528k | 11k | 49.30 |