Whipplewood Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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