Xcel Energy shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419k | 5.2k | 80.65 |
| 2025-06-30 | $354k | 5.2k | 68.10 |
| 2025-03-31 | $439k | 6.2k | 70.79 |
| 2024-12-31 | $418k | 6.2k | 67.52 |
| 2024-06-30 | $272k | 5.1k | 53.41 |
| 2024-03-31 | $276k | 5.1k | 53.75 |
| 2023-12-31 | $325k | 5.2k | 61.91 |
| 2023-09-30 | $333k | 5.8k | 57.22 |
| 2023-06-30 | $364k | 5.8k | 62.17 |
| 2023-03-31 | $355k | 5.3k | 67.44 |
| 2022-12-31 | $370k | 5.3k | 70.11 |
| 2022-09-30 | $384k | 6.0k | 63.99 |
| 2022-06-30 | $436k | 6.2k | 70.77 |
| 2022-03-31 | $458k | 6.3k | 72.29 |
| 2021-12-31 | $429k | 6.3k | 67.71 |
| 2021-09-30 | $469k | 7.5k | 62.39 |
| 2021-06-30 | $546k | 8.3k | 65.90 |
| 2021-03-31 | $563k | 8.5k | 66.59 |
| 2020-12-31 | $631k | 9.5k | 66.66 |
| 2020-09-30 | $378k | 5.5k | 69.04 |
| 2020-06-30 | $267k | 4.3k | 62.49 |
| 2018-12-31 | $20k | 400 | 50.00 |
| 2018-09-30 | $35k | 750 | 46.67 |
| 2018-06-30 | $34k | 750 | 45.33 |
| 2018-03-31 | $34k | 750 | 45.33 |
| 2017-12-31 | $36k | 750 | 48.00 |
| 2017-09-30 | $33k | 700 | 47.14 |
| 2017-06-30 | $32k | 700 | 45.71 |