Xcel Energy shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 4.2k | 80.65 |
| 2023-03-31 | $304k | 4.5k | 67.44 |
| 2022-12-31 | $327k | 4.7k | 70.11 |
| 2022-09-30 | $329k | 5.1k | 65.02 |
| 2022-06-30 | $411k | 5.8k | 70.72 |
| 2022-03-31 | $255k | 3.5k | 72.10 |
| 2021-12-31 | $219k | 3.2k | 67.66 |