Xcel Energy shares owned by Roosevelt Investment Group
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Roosevelt Investment Group
from 13F filings
Historical chart of Roosevelt Investment Group investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Roosevelt Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Roosevelt Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $902k | 14k | 63.97 |
| 2022-06-30 | $998k | 14k | 70.78 |
| 2022-03-31 | $1.0M | 14k | 72.16 |
| 2021-12-31 | $973k | 14k | 67.71 |
| 2021-09-30 | $872k | 14k | 62.47 |
| 2021-06-30 | $920k | 14k | 65.91 |
| 2021-03-31 | $928k | 14k | 66.49 |
| 2020-12-31 | $1.1M | 16k | 66.68 |
| 2020-09-30 | $1.1M | 16k | 69.01 |
| 2015-12-31 | $501k | 14k | 35.91 |
| 2015-09-30 | $494k | 14k | 35.41 |
| 2015-06-30 | $449k | 14k | 32.19 |
| 2015-03-31 | $486k | 14k | 34.84 |
| 2014-12-31 | $501k | 14k | 35.91 |
| 2014-09-30 | $424k | 14k | 30.39 |
| 2014-06-30 | $450k | 14k | 32.26 |
| 2014-03-31 | $424k | 14k | 30.36 |
| 2013-12-31 | $390k | 390 | 1000.00 |
| 2013-09-30 | $385k | 14k | 27.60 |
| 2013-06-30 | $395k | 14k | 28.32 |
More positions owned by Roosevelt Investment Group
View all positions for Roosevelt Investment Group