Xcel Energy shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2k | 113 | 81.45 |
| 2025-06-30 | $7.7k | 112 | 68.93 |
| 2025-03-31 | $7.2k | 100 | 71.51 |
| 2024-12-31 | $6.8k | 100 | 67.52 |
| 2024-09-30 | $6.1k | 93 | 65.76 |
| 2024-06-30 | $4.2k | 77 | 53.96 |
| 2024-03-31 | $4.2k | 78 | 54.06 |