Xcel Energy shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Xcel Energy
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All positions including Xcel Energy held by Vista Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Xcel Energy by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $81k | 1.2k | 67.51 |
| 2024-09-30 | $78k | 1.2k | 65.28 |
| 2024-06-30 | $63k | 1.2k | 53.42 |
| 2019-09-30 | $151k | 2.3k | 64.63 |
| 2017-12-31 | $275k | 6.3k | 43.98 |
| 2017-09-30 | $314k | 6.3k | 50.22 |
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