Xcel Energy shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Xcel Energy by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $188k | 2.3k | 80.65 |
| 2025-06-30 | $160k | 2.3k | 68.10 |
| 2025-03-31 | $1.4k | 2.4k | 0.61 |