Xcel Energy shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $451k | 5.6k | 80.65 |
| 2025-06-30 | $381k | 5.6k | 68.10 |
| 2025-03-31 | $396k | 5.6k | 70.79 |
| 2024-12-31 | $378k | 5.6k | 67.52 |
| 2024-09-30 | $427k | 6.5k | 65.30 |
| 2024-06-30 | $371k | 6.9k | 53.41 |
| 2024-03-31 | $422k | 7.9k | 53.75 |
| 2023-12-31 | $536k | 8.6k | 61.91 |
| 2023-09-30 | $528k | 9.2k | 57.22 |
| 2023-06-30 | $588k | 9.5k | 62.17 |
| 2023-03-31 | $689k | 10k | 67.44 |
| 2022-12-31 | $680k | 9.7k | 70.11 |
| 2022-09-30 | $657k | 10k | 64.02 |
| 2022-06-30 | $762k | 11k | 70.80 |
| 2022-03-31 | $568k | 7.9k | 72.15 |
| 2021-12-31 | $553k | 8.2k | 67.70 |