Xcel Energy shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Jackson, Grant Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $192k | 2.4k | 80.65 |
| 2025-06-30 | $162k | 2.4k | 68.10 |
| 2025-03-31 | $168k | 2.4k | 70.79 |
| 2024-12-31 | $160k | 2.4k | 67.52 |
| 2024-09-30 | $155k | 2.4k | 65.30 |
| 2024-06-30 | $127k | 2.4k | 53.41 |
| 2024-03-31 | $128k | 2.4k | 53.75 |
| 2023-12-31 | $147k | 2.4k | 61.91 |
| 2023-09-30 | $136k | 2.4k | 57.22 |
| 2023-06-30 | $148k | 2.4k | 62.17 |
| 2023-03-31 | $160k | 2.4k | 67.44 |
| 2022-12-31 | $167k | 2.4k | 70.11 |
| 2022-09-30 | $152k | 2.4k | 63.97 |
| 2022-06-30 | $168k | 2.4k | 70.71 |
| 2022-03-31 | $171k | 2.4k | 71.97 |
| 2021-09-30 | $149k | 2.4k | 62.71 |
| 2021-06-30 | $157k | 2.4k | 66.08 |
| 2021-03-31 | $158k | 2.4k | 66.50 |
| 2020-12-31 | $158k | 2.4k | 66.50 |
| 2020-09-30 | $164k | 2.4k | 69.02 |
| 2020-06-30 | $149k | 2.4k | 62.71 |
| 2020-03-31 | $143k | 2.4k | 60.19 |
| 2019-12-31 | $151k | 2.4k | 63.55 |
| 2019-09-30 | $154k | 2.4k | 64.81 |
| 2019-06-30 | $141k | 2.4k | 59.34 |
| 2019-03-31 | $134k | 2.4k | 56.40 |
| 2015-12-31 | $2.0k | 66 | 30.30 |
More positions owned by Jackson, Grant Investment Advisers
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