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
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Lummis Asset 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 Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $153k | 1.9k | 80.65 |
| 2025-06-30 | $129k | 1.9k | 68.10 |
| 2025-03-31 | $350k | 4.9k | 70.79 |
| 2024-12-31 | $334k | 4.9k | 67.52 |
| 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 |