Xcel Energy shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 45k | 81.17 |
| 2025-06-30 | $1.9M | 28k | 68.68 |
| 2025-03-31 | $1.9M | 26k | 71.36 |
| 2024-12-31 | $1.6M | 24k | 67.52 |
| 2024-09-30 | $1.4M | 22k | 65.84 |
| 2024-06-30 | $1.2M | 22k | 53.93 |
| 2024-03-31 | $1.1M | 21k | 53.83 |
| 2023-09-30 | $249k | 4.3k | 57.80 |
| 2023-03-31 | $204k | 3.0k | 67.75 |
| 2018-06-30 | $85k | 1.9k | 45.70 |
| 2018-03-31 | $41k | 41k | 1.00 |
| 2017-12-31 | $76k | 1.6k | 46.17 |