Xcel Energy shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $597k | 11k | 53.41 |
| 2024-03-31 | $416k | 7.7k | 53.75 |
| 2023-12-31 | $479k | 7.7k | 61.91 |
| 2023-09-30 | $1.0M | 18k | 57.22 |
| 2023-06-30 | $1.1M | 17k | 62.17 |
| 2023-03-31 | $1.1M | 17k | 67.44 |
| 2022-12-31 | $1.2M | 17k | 70.11 |
| 2022-09-30 | $1.0M | 16k | 63.98 |
| 2022-06-30 | $1.1M | 15k | 70.74 |