Cresset Asset Management »

Xcel Energy shares owned by Cresset Asset Management

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Cresset Asset Management from 13F filings

Historical chart of Cresset Asset Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Xcel Energy by Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.2M 124k 74.43
2025-09-30 $11M 129k 81.22
2025-06-30 $8.7M 127k 68.67
2025-03-31 $9.2M 129k 71.36
2024-12-31 $725k 11k 67.52
2024-09-30 $3.1M 47k 65.82
2024-06-30 $2.1M 39k 53.94
2024-03-31 $1.8M 33k 53.75
2023-12-31 $2.4M 39k 62.39
2023-09-30 $1.8M 32k 57.67
2023-06-30 $1.8M 29k 62.62
2023-03-31 $357k 5.3k 67.67
2022-09-30 $266k 4.2k 64.02
2022-06-30 $647k 9.1k 71.11
2022-03-31 $777k 11k 72.58
2021-12-31 $778k 11k 68.16
2021-09-30 $492k 7.8k 62.96
2021-06-30 $525k 7.9k 66.39
2021-03-31 $218k 3.3k 66.36
2020-12-31 $268k 4.0k 67.00
2020-09-30 $299k 4.3k 69.58
2020-06-30 $286k 4.5k 62.87
2020-03-31 $275k 4.5k 60.73
2019-12-31 $254k 4.0k 63.85
2019-09-30 $241k 3.7k 65.38
2019-06-30 $209k 3.5k 59.39
2019-03-31 $193k 3.4k 56.50
2018-12-31 $145k 2.9k 49.54