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Xcel Energy shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Xcel Energy

2014201620182020202220241M2M3M10k20k30k40k50k
Value ($)Share countHistorical XEL position of Summit Investment Advisors Source: stockzoa.comValue ($)Share count

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All positions including Xcel Energy held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 50k 65.30
2024-06-30 $2.5M 48k 53.41
2024-03-31 $2.6M 48k 53.75
2023-12-31 $1.4M 23k 61.91
2023-09-30 $1.3M 22k 57.22
2023-06-30 $1.2M 19k 62.17
2023-03-31 $1.3M 19k 67.44
2022-12-31 $1.3M 19k 68.01
2022-09-30 $1.3M 20k 63.98
2022-06-30 $1.4M 19k 70.76
2022-03-31 $1.4M 20k 72.15
2021-12-31 $1.3M 20k 67.71
2021-09-30 $1.2M 19k 62.50
2021-06-30 $1.2M 19k 65.90
2021-03-31 $1.3M 19k 66.52
2020-12-31 $1.2M 19k 66.65
2020-09-30 $1.2M 18k 69.00
2020-06-30 $1.2M 19k 62.49
2020-03-31 $1.2M 19k 60.28
2019-12-31 $1.2M 20k 63.48
2019-09-30 $1.2M 19k 64.87
2019-06-30 $1.1M 19k 59.49
2019-03-31 $1.1M 19k 56.24
2018-12-31 $921k 19k 49.28
2018-09-30 $437k 9.3k 47.17
2018-06-30 $442k 9.7k 45.70
2018-03-31 $478k 11k 45.52
2017-12-31 $539k 11k 48.09
2017-09-30 $577k 12k 49.45
2017-06-30 $535k 12k 45.85
2017-03-31 $519k 12k 44.48
2016-12-31 $494k 12k 40.68
2016-09-30 $500k 12k 41.17
2016-06-30 $450k 10k 44.81
2016-03-31 $401k 9.6k 41.80
2015-12-31 $333k 9.3k 35.96
2015-09-30 $328k 9.3k 35.42
2015-06-30 $298k 9.3k 32.18
2015-03-31 $322k 9.3k 34.77
2014-12-31 $333k 9.3k 35.96
2014-09-30 $282k 9.3k 30.45
2014-06-30 $325k 10k 32.21
2014-03-31 $306k 10k 30.32
2013-12-31 $295k 11k 27.90
2013-09-30 $292k 11k 27.61