Xcel Energy shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $34M | 460k | 73.86 |
| 2023-12-31 | $204k | 3.3k | 61.92 |
| 2023-06-30 | $397k | 6.4k | 62.17 |
| 2023-03-31 | $431k | 6.4k | 67.44 |
| 2022-12-31 | $448k | 6.4k | 70.11 |
| 2022-09-30 | $212k | 3.3k | 64.07 |
| 2022-06-30 | $234k | 3.3k | 70.72 |
| 2022-03-31 | $239k | 3.3k | 72.23 |
| 2021-12-31 | $226k | 3.3k | 67.68 |
| 2021-09-30 | $209k | 3.3k | 62.52 |
| 2021-06-30 | $632k | 9.6k | 65.89 |
| 2021-03-31 | $748k | 11k | 66.48 |
| 2020-12-31 | $747k | 11k | 66.64 |
| 2020-09-30 | $998k | 15k | 69.04 |
| 2020-06-30 | $319k | 5.1k | 62.41 |
| 2020-03-31 | $386k | 6.4k | 60.28 |
| 2019-12-31 | $515k | 8.1k | 63.48 |
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