Xcel Energy shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Xcel Energy by SFMG Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2013-03-31 | $105k | 3.6k | 29.58 |
2012-12-31 | $95k | 3.6k | 26.76 |
2012-09-30 | $7.0k | 250 | 28.00 |