Xcel Energy shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Dimensional Fund Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $120M | 1.8M | 65.30 |
| 2024-06-30 | $99M | 1.9M | 53.41 |
| 2024-03-31 | $90M | 1.7M | 53.75 |
| 2023-12-31 | $94M | 1.5M | 61.91 |
| 2023-09-30 | $88M | 1.5M | 57.22 |
| 2023-06-30 | $95M | 1.5M | 62.17 |
| 2023-03-31 | $99M | 1.5M | 67.44 |
| 2022-12-31 | $98M | 1.4M | 70.11 |
| 2022-09-30 | $83M | 1.3M | 64.00 |
| 2022-06-30 | $93M | 1.3M | 70.76 |
| 2022-03-31 | $95M | 1.3M | 72.17 |
| 2021-12-31 | $82M | 1.2M | 67.70 |
| 2021-09-30 | $75M | 1.2M | 62.50 |
| 2021-06-30 | $79M | 1.2M | 65.88 |
| 2021-03-31 | $80M | 1.2M | 66.51 |
| 2020-12-31 | $81M | 1.2M | 66.66 |
| 2020-09-30 | $84M | 1.2M | 69.00 |
| 2020-06-30 | $75M | 1.2M | 62.50 |
| 2020-03-31 | $73M | 1.2M | 60.33 |
| 2019-12-31 | $78M | 1.2M | 63.49 |
| 2019-09-30 | $80M | 1.2M | 64.90 |
| 2019-06-30 | $80M | 1.3M | 59.49 |
| 2019-03-31 | $75M | 1.3M | 56.21 |
| 2018-12-31 | $64M | 1.3M | 49.27 |
| 2018-09-30 | $57M | 1.2M | 47.20 |
| 2018-06-30 | $50M | 1.1M | 45.68 |
| 2018-03-31 | $49M | 1.1M | 45.48 |
| 2017-12-31 | $52M | 1.1M | 48.11 |
| 2017-09-30 | $50M | 1.1M | 47.32 |
| 2017-06-30 | $49M | 1.1M | 45.88 |
| 2017-03-31 | $47M | 1.0M | 44.45 |
| 2016-12-31 | $42M | 1.0M | 40.70 |
| 2016-09-30 | $42M | 1.0M | 41.15 |
| 2016-06-30 | $44M | 989k | 44.77 |
| 2016-03-31 | $41M | 984k | 41.82 |
| 2015-12-31 | $35M | 967k | 35.92 |
| 2015-09-30 | $33M | 932k | 35.40 |
| 2015-03-31 | $28M | 797k | 34.81 |
| 2014-12-31 | $25M | 687k | 35.93 |
| 2014-09-30 | $20M | 652k | 30.40 |
| 2014-06-30 | $21M | 661k | 32.22 |
| 2014-03-31 | $19M | 631k | 30.36 |
| 2013-12-31 | $17M | 622k | 27.94 |
| 2013-09-30 | $17M | 624k | 27.61 |
| 2013-06-30 | $16M | 562k | 28.35 |