Xcel Energy shares owned by Security National Trust
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Security National Trust
from 13F filings
Historical chart of Security National Trust investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Security National Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $3.0k | 50 | 60.00 |
| 2021-06-30 | $3.0k | 50 | 60.00 |
| 2021-03-31 | $3.0k | 50 | 60.00 |
| 2020-12-31 | $3.0k | 50 | 60.00 |
| 2020-09-30 | $3.0k | 50 | 60.00 |
| 2020-06-30 | $3.0k | 50 | 60.00 |
| 2020-03-31 | $3.0k | 50 | 60.00 |
| 2019-12-31 | $5.0k | 75 | 66.67 |
| 2019-09-30 | $5.0k | 75 | 66.67 |
| 2019-06-30 | $4.0k | 75 | 53.33 |
| 2019-03-31 | $4.0k | 75 | 53.33 |
| 2018-12-31 | $16k | 326 | 49.08 |
| 2018-09-30 | $63k | 1.3k | 47.51 |
| 2018-06-30 | $61k | 1.3k | 46.00 |
| 2018-03-31 | $60k | 1.3k | 45.25 |
| 2017-12-31 | $16k | 326 | 49.08 |
| 2017-09-30 | $15k | 326 | 46.01 |
| 2017-06-30 | $15k | 326 | 46.01 |
| 2017-03-31 | $14k | 326 | 42.94 |
| 2016-12-31 | $9.0k | 231 | 38.96 |
| 2016-09-30 | $10k | 231 | 43.29 |
| 2016-06-30 | $10k | 231 | 43.29 |
| 2016-03-31 | $10k | 231 | 43.29 |
| 2015-12-31 | $8.0k | 231 | 34.63 |
| 2015-09-30 | $5.0k | 150 | 33.33 |
| 2015-06-30 | $5.0k | 150 | 33.33 |
| 2015-03-31 | $5.0k | 150 | 33.33 |
| 2014-12-31 | $5.0k | 150 | 33.33 |
| 2014-09-30 | $5.0k | 150 | 33.33 |
| 2014-06-30 | $5.0k | 150 | 33.33 |
| 2014-03-31 | $5.0k | 150 | 33.33 |
| 2013-12-31 | $4.0k | 150 | 26.67 |
| 2013-09-30 | $4.0k | 150 | 26.67 |
| 2013-06-30 | $4.0k | 150 | 26.67 |
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