Xcel Energy shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $213k | 4.0k | 53.41 |
| 2024-03-31 | $214k | 4.0k | 53.75 |
| 2023-12-31 | $246k | 4.0k | 61.91 |
| 2023-09-30 | $228k | 4.0k | 57.22 |
| 2023-06-30 | $247k | 4.0k | 62.17 |
| 2023-03-31 | $268k | 4.0k | 67.44 |
| 2022-12-31 | $279k | 4.0k | 70.11 |
| 2022-09-30 | $255k | 4.0k | 64.07 |
| 2022-06-30 | $282k | 4.0k | 70.85 |
| 2022-03-31 | $287k | 4.0k | 72.11 |
| 2021-12-31 | $269k | 4.0k | 67.59 |
| 2021-09-30 | $249k | 4.0k | 62.56 |
| 2021-06-30 | $262k | 4.0k | 65.83 |
| 2021-03-31 | $265k | 4.0k | 66.58 |
| 2020-12-31 | $265k | 4.0k | 66.58 |