Xcel Energy shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $786k | 9.7k | 80.65 |
| 2025-06-30 | $632k | 9.3k | 68.10 |
| 2025-03-31 | $690k | 9.7k | 70.79 |
| 2024-12-31 | $612k | 9.1k | 67.52 |
| 2024-09-30 | $486k | 7.4k | 65.30 |
| 2024-06-30 | $401k | 7.5k | 53.41 |
| 2024-03-31 | $45k | 843 | 53.75 |
| 2023-12-31 | $47k | 759 | 61.91 |
| 2023-09-30 | $43k | 750 | 57.22 |
| 2023-03-31 | $877k | 13k | 67.44 |
| 2022-12-31 | $950k | 14k | 70.11 |
| 2022-09-30 | $816k | 13k | 64.00 |
| 2022-06-30 | $963k | 14k | 70.78 |
| 2022-03-31 | $1.0M | 14k | 72.20 |
| 2021-12-31 | $946k | 14k | 67.70 |
| 2021-09-30 | $838k | 13k | 62.52 |
| 2021-06-30 | $751k | 11k | 65.91 |
| 2021-03-31 | $728k | 11k | 66.54 |
| 2020-12-31 | $716k | 11k | 66.64 |
| 2020-09-30 | $638k | 9.2k | 69.03 |
| 2020-06-30 | $517k | 8.3k | 62.47 |
| 2019-12-31 | $429k | 6.8k | 63.42 |
| 2019-09-30 | $458k | 7.1k | 64.89 |
| 2019-06-30 | $409k | 6.9k | 59.46 |
| 2019-03-31 | $394k | 7.1k | 55.53 |
| 2018-12-31 | $388k | 8.1k | 48.09 |