Xcel Energy shares owned by Panoramic Investment Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Panoramic Investment Advisors
from 13F filings
Historical chart of Panoramic Investment Advisors investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Xcel Energy by Panoramic Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $210k | 3.0k | 70.79 |
| 2024-12-31 | $201k | 3.0k | 67.52 |
| 2023-12-31 | $217k | 3.5k | 61.91 |
| 2023-09-30 | $203k | 3.5k | 57.22 |
| 2022-12-31 | $294k | 4.2k | 70.11 |
More positions owned by Panoramic Investment Advisors
View all positions for Panoramic Investment Advisors