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Xcel Energy shares owned by Surevest

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Surevest from 13F filings

Historical chart of Surevest investment in Xcel Energy

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All positions including Xcel Energy held by Surevest consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $41k 636 64.47
2022-06-30 $90k 1.3k 70.75
2022-03-31 $92k 1.3k 72.33
2021-12-31 $86k 1.3k 67.61