Xcel Energy shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Lumature Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Xcel Energy by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $26k | 412 | 62.17 |
| 2023-03-31 | $28k | 412 | 67.44 |
| 2022-12-31 | $29k | 412 | 70.11 |
| 2022-09-30 | $26k | 412 | 63.11 |
| 2022-06-30 | $29k | 412 | 70.39 |
| 2022-03-31 | $44k | 612 | 71.90 |
| 2021-12-31 | $28k | 407 | 68.80 |
| 2021-09-30 | $18k | 286 | 62.94 |
| 2021-06-30 | $8.0k | 125 | 64.00 |
| 2021-03-31 | $4.0k | 63 | 63.49 |