Xcel Energy shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0k | 75 | 80.65 |
| 2025-06-30 | $5.1k | 75 | 68.11 |
| 2025-03-31 | $212 | 3 | 70.67 |
| 2022-09-30 | $4.0k | 63 | 63.49 |
| 2022-06-30 | $11k | 157 | 70.06 |
| 2022-03-31 | $469k | 6.5k | 72.16 |
| 2021-06-30 | $584k | 8.9k | 65.88 |
| 2021-03-31 | $552k | 8.3k | 66.54 |