Xcel Energy shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Hefty Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $12k | 253 | 47.43 |
| 2017-12-31 | $12k | 253 | 47.43 |
| 2017-09-30 | $12k | 253 | 47.43 |
| 2017-06-30 | $11k | 253 | 43.48 |
| 2017-03-31 | $11k | 253 | 43.48 |
| 2016-12-31 | $10k | 253 | 39.53 |
| 2016-09-30 | $10k | 253 | 39.53 |
| 2016-06-30 | $11k | 253 | 43.48 |