Xcel Energy shares owned by Financial Perspectives
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $134k | 2.0k | 65.31 |
| 2024-06-30 | $109k | 2.0k | 53.41 |
| 2024-03-31 | $110k | 2.0k | 53.75 |
| 2023-12-31 | $218k | 3.5k | 61.91 |
| 2023-09-30 | $201k | 3.5k | 57.22 |
| 2023-06-30 | $208k | 3.3k | 62.17 |
| 2023-03-31 | $226k | 3.3k | 67.44 |
| 2022-12-31 | $235k | 3.3k | 70.11 |
| 2022-09-30 | $214k | 3.3k | 64.00 |
| 2022-06-30 | $241k | 3.4k | 70.76 |
| 2022-03-31 | $246k | 3.4k | 72.17 |
| 2021-12-31 | $240k | 3.5k | 67.70 |
| 2021-09-30 | $222k | 3.5k | 62.50 |
| 2021-06-30 | $234k | 3.5k | 65.88 |
| 2021-03-31 | $3.5M | 236k | 15.03 |
| 2020-12-31 | $237k | 3.5k | 66.67 |
| 2020-09-30 | $157k | 2.3k | 69.02 |
| 2020-06-30 | $142k | 2.3k | 62.51 |
| 2020-03-31 | $174k | 2.9k | 60.30 |
| 2019-12-31 | $193k | 3.0k | 63.49 |