Xcel Energy shares owned by Summit Global Investments
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Summit Global Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $918k | 11k | 80.63 |
| 2025-06-30 | $805k | 12k | 68.09 |
| 2025-03-31 | $836k | 12k | 70.76 |
| 2023-12-31 | $330k | 5.3k | 61.86 |
| 2023-09-30 | $7.3M | 127k | 57.22 |
| 2023-06-30 | $6.1M | 99k | 62.17 |
| 2023-03-31 | $6.6M | 97k | 67.44 |
| 2022-12-31 | $6.9M | 98k | 70.11 |
| 2022-09-30 | $5.0M | 79k | 64.00 |
| 2022-06-30 | $5.9M | 83k | 70.76 |
| 2022-03-31 | $6.0M | 84k | 72.18 |
| 2021-12-31 | $583k | 8.6k | 67.72 |
| 2021-09-30 | $539k | 8.6k | 62.54 |
| 2021-06-30 | $2.6M | 39k | 65.78 |
| 2021-03-31 | $3.1M | 47k | 66.51 |
| 2020-12-31 | $4.6M | 70k | 66.67 |
| 2020-09-30 | $2.5M | 36k | 69.02 |
| 2020-06-30 | $3.1M | 49k | 62.49 |
| 2020-03-31 | $7.7M | 127k | 60.30 |
| 2019-12-31 | $8.8M | 138k | 63.49 |
| 2019-09-30 | $8.7M | 133k | 64.89 |
| 2019-06-30 | $7.7M | 130k | 59.49 |
| 2019-03-31 | $7.1M | 126k | 56.21 |
| 2018-12-31 | $6.1M | 124k | 49.27 |
| 2018-09-30 | $5.2M | 109k | 47.21 |
| 2018-06-30 | $5.0M | 110k | 45.68 |
| 2018-03-31 | $5.7M | 126k | 45.48 |
| 2017-12-31 | $2.9M | 61k | 48.11 |
| 2017-09-30 | $4.4M | 93k | 47.32 |
| 2017-06-30 | $2.0M | 44k | 45.88 |
| 2017-03-31 | $1.9M | 42k | 44.45 |
| 2016-12-31 | $1.6M | 39k | 40.69 |