Xcel Energy shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 35k | 81.21 |
| 2025-06-30 | $417k | 6.1k | 68.09 |
| 2025-03-31 | $308k | 4.4k | 70.80 |
| 2024-12-31 | $316k | 4.7k | 67.52 |
| 2024-09-30 | $259k | 4.0k | 65.30 |
| 2024-06-30 | $212k | 4.0k | 53.41 |
| 2018-09-30 | $15k | 300 | 50.00 |
| 2018-06-30 | $87k | 1.9k | 45.79 |
| 2018-03-31 | $86k | 1.9k | 45.26 |
More positions owned by Mount Yale Investment Advisors
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