Xcel Energy shares owned by Creative Planning
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Xcel Energy
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All positions including Xcel Energy held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Xcel Energy by Creative Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2012-12-31 | $948k | 36k | 26.72 |
2012-09-30 | $1.0M | 37k | 27.71 |
2012-06-30 | $1.1M | 39k | 28.42 |
2011-12-31 | $482k | 17k | 27.63 |