Xcel Energy shares owned by Institutional & Family Asset Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Institutional & Family Asset Management
from 13F filings
Historical chart of Institutional & Family Asset Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Institutional & Family Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $158k | 3.0k | 53.42 |
| 2024-03-31 | $183k | 3.4k | 53.76 |
| 2023-12-31 | $209k | 3.4k | 61.91 |
| 2023-09-30 | $195k | 3.4k | 57.22 |
| 2023-06-30 | $210k | 3.4k | 62.18 |
| 2023-03-31 | $227k | 3.4k | 67.45 |
| 2022-12-31 | $234k | 3.3k | 70.10 |
| 2022-09-30 | $215k | 3.4k | 63.87 |
| 2022-06-30 | $237k | 3.3k | 70.83 |
| 2022-03-31 | $240k | 3.3k | 72.12 |
| 2021-12-31 | $224k | 3.3k | 67.67 |
| 2021-09-30 | $206k | 3.3k | 62.60 |
| 2021-06-30 | $225k | 3.4k | 65.73 |
| 2021-03-31 | $239k | 3.6k | 66.46 |
| 2020-12-31 | $239k | 3.6k | 66.78 |
| 2020-09-30 | $246k | 3.6k | 69.04 |
| 2020-06-30 | $222k | 3.5k | 62.61 |
| 2020-03-31 | $201k | 3.3k | 60.23 |
| 2019-12-31 | $216k | 3.4k | 63.59 |
| 2019-09-30 | $219k | 3.4k | 64.77 |
| 2019-06-30 | $200k | 3.4k | 59.45 |
| 2019-03-31 | $188k | 3.3k | 56.20 |
| 2018-12-31 | $164k | 3.3k | 49.31 |
| 2018-09-30 | $156k | 3.3k | 47.17 |
| 2018-06-30 | $150k | 3.3k | 45.65 |
| 2018-03-31 | $149k | 3.3k | 45.64 |
| 2017-12-31 | $211k | 4.4k | 48.00 |
More positions owned by Institutional & Family Asset Management
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