Xcel Energy shares owned by Planning Center
Historical chart of Planning Center investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Planning Center consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Xcel Energy by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 3.8k | 80.65 |
| 2025-06-30 | $259k | 3.8k | 68.10 |
| 2025-03-31 | $269k | 3.8k | 70.79 |
| 2024-12-31 | $257k | 3.8k | 67.52 |
| 2024-09-30 | $249k | 3.8k | 65.30 |
| 2024-06-30 | $203k | 3.8k | 53.41 |
| 2024-03-31 | $205k | 3.8k | 53.75 |
| 2023-12-31 | $236k | 3.8k | 61.91 |
| 2023-09-30 | $366k | 6.4k | 57.22 |
| 2023-06-30 | $398k | 6.4k | 62.17 |
| 2023-03-31 | $454k | 6.4k | 71.04 |
| 2022-12-31 | $448k | 6.4k | 70.11 |
| 2022-09-30 | $268k | 4.5k | 59.83 |
| 2022-06-30 | $318k | 4.5k | 71.00 |
| 2022-03-31 | $323k | 4.5k | 72.11 |
| 2021-12-31 | $312k | 4.5k | 69.66 |