Xcel Energy shares owned by Symphony Financial
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $217k | 3.4k | 64.57 |
| 2022-09-30 | $332k | 5.1k | 65.44 |
| 2022-06-30 | $357k | 5.1k | 70.17 |
| 2022-03-31 | $409k | 5.5k | 74.64 |
| 2021-12-31 | $383k | 5.6k | 67.88 |
| 2021-09-30 | $273k | 4.4k | 62.56 |
| 2021-06-30 | $290k | 4.4k | 65.67 |
| 2021-03-31 | $515k | 7.5k | 68.22 |
| 2020-12-31 | $867k | 13k | 65.63 |
| 2020-09-30 | $828k | 12k | 68.99 |
| 2020-06-30 | $837k | 13k | 62.48 |
| 2020-03-31 | $340k | 5.4k | 62.65 |