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Xcel Energy shares owned by Planning Center

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Planning Center from 13F filings

Historical chart of Planning Center investment in Xcel Energy

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All positions including Xcel Energy held by Planning Center consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Planning Center

Quarter filed Position value Share count Share price at filing
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