Xcel Energy shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 3.2k | 81.00 |
| 2025-06-30 | $225k | 3.3k | 67.56 |
| 2025-03-31 | $225k | 3.2k | 69.56 |
| 2024-12-31 | $207k | 3.3k | 63.37 |
| 2024-09-30 | $211k | 3.3k | 64.01 |
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