Xcel Energy shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 33k | 80.65 |
| 2025-06-30 | $2.1M | 31k | 68.10 |
| 2025-03-31 | $1.2M | 17k | 70.79 |
| 2024-12-31 | $1.1M | 16k | 67.52 |
| 2024-09-30 | $253k | 3.9k | 65.30 |
| 2023-12-31 | $296k | 4.8k | 61.91 |
| 2023-09-30 | $240k | 4.2k | 57.22 |
| 2023-06-30 | $229k | 3.7k | 62.17 |
| 2023-03-31 | $243k | 3.6k | 67.44 |
| 2022-12-31 | $224k | 3.2k | 70.11 |
| 2022-09-30 | $203k | 3.2k | 64.14 |
| 2022-06-30 | $224k | 3.2k | 70.77 |
| 2022-03-31 | $229k | 3.2k | 72.19 |
| 2021-12-31 | $214k | 3.2k | 67.61 |
| 2021-06-30 | $209k | 3.2k | 66.03 |
| 2021-03-31 | $211k | 3.2k | 66.67 |
| 2020-09-30 | $206k | 3.0k | 69.01 |
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