Xcel Energy shares owned by Poinciana Advisors Group
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Poinciana Advisors Group
from 13F filings
Historical chart of Poinciana Advisors Group investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Poinciana Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Poinciana Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $365k | 4.5k | 80.65 |
| 2025-06-30 | $308k | 4.5k | 68.10 |
| 2025-03-31 | $320k | 4.5k | 70.79 |
| 2024-12-31 | $306k | 4.5k | 67.52 |