Xcel Energy shares owned by Compass Financial Group
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Compass Financial Group
from 13F filings
Historical chart of Compass Financial Group investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Compass Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 2.9k | 80.66 |
| 2025-06-30 | $210k | 3.1k | 68.11 |
| 2025-03-31 | $218k | 3.1k | 70.80 |
| 2024-12-31 | $208k | 3.1k | 67.53 |
| 2024-09-30 | $201k | 3.1k | 65.31 |
| 2023-03-31 | $208k | 3.1k | 67.45 |
| 2022-12-31 | $216k | 3.1k | 70.15 |