Xcel Energy shares owned by Trust
Historical chart of Trust investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Xcel Energy by Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 2.9k | 80.65 |
| 2025-06-30 | $196k | 2.9k | 68.10 |
| 2025-03-31 | $204k | 2.9k | 70.79 |
| 2024-12-31 | $195k | 2.9k | 67.52 |
| 2024-09-30 | $188k | 2.9k | 65.30 |
| 2024-06-30 | $154k | 2.9k | 53.41 |
| 2024-03-31 | $155k | 2.9k | 53.75 |
| 2023-12-31 | $178k | 2.9k | 61.91 |
| 2023-09-30 | $298k | 5.2k | 57.22 |
| 2023-06-30 | $324k | 5.2k | 62.17 |
| 2023-03-31 | $194k | 2.9k | 67.44 |
| 2022-12-31 | $202k | 2.9k | 70.09 |
| 2022-09-30 | $184k | 2.9k | 63.84 |
| 2022-06-30 | $204k | 2.9k | 70.78 |
| 2022-03-31 | $208k | 2.9k | 72.17 |
| 2021-12-31 | $195k | 2.9k | 67.66 |
| 2021-09-30 | $180k | 2.9k | 62.46 |
| 2021-06-30 | $190k | 2.9k | 65.93 |
| 2021-03-31 | $192k | 2.9k | 66.62 |
| 2020-12-31 | $192k | 2.9k | 66.62 |
| 2020-09-30 | $199k | 2.9k | 69.05 |
| 2016-12-31 | $8.0k | 200 | 40.00 |
| 2016-09-30 | $12k | 289 | 41.52 |
| 2016-06-30 | $9.0k | 200 | 45.00 |
| 2016-03-31 | $8.0k | 200 | 40.00 |
| 2015-12-31 | $7.2k | 200 | 35.91 |
| 2015-09-30 | $7.0k | 200 | 35.00 |
| 2015-06-30 | $6.0k | 200 | 30.00 |
| 2015-03-31 | $7.0k | 200 | 35.00 |