Xcel Energy shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $323k | 4.9k | 65.30 |
| 2024-06-30 | $264k | 4.9k | 53.41 |
| 2024-03-31 | $177k | 3.3k | 53.75 |
| 2023-12-31 | $203k | 3.3k | 61.91 |