Xcel Energy shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private Wealth Management investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $256k | 4.8k | 53.41 |
| 2024-03-31 | $453k | 8.4k | 53.75 |
| 2023-12-31 | $611k | 9.9k | 61.91 |
| 2023-09-30 | $896k | 16k | 57.22 |
| 2023-06-30 | $970k | 16k | 62.17 |
| 2019-06-30 | $0 | 470k | 0.00 |
More positions owned by LLBH Private Wealth Management
View all positions for LLBH Private Wealth Management