Xcel Energy shares owned by Lifelong Wealth Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Lifelong Wealth Advisors
from 13F filings
Historical chart of Lifelong Wealth Advisors investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Lifelong Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $563k | 7.6k | 73.86 |
| 2025-09-30 | $736k | 9.1k | 80.65 |
| 2025-06-30 | $621k | 9.1k | 68.10 |
| 2025-03-31 | $645k | 9.1k | 70.79 |
| 2024-12-31 | $501k | 7.4k | 67.52 |