Marks Group Wealth Management »

Xcel Energy shares owned by Marks Group Wealth Management

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Marks Group Wealth Management from 13F filings

Historical chart of Marks Group Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Marks Group Wealth Management 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 Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $628k 12k 53.75
2023-12-31 $723k 12k 61.91
2023-09-30 $668k 12k 57.22
2023-06-30 $726k 12k 62.17
2023-03-31 $900k 13k 67.44
2022-12-31 $935k 13k 70.11
2022-09-30 $800k 13k 64.02
2022-06-30 $884k 13k 70.74
2022-03-31 $827k 12k 72.21
2021-12-31 $669k 9.9k 67.66
2021-09-30 $287k 4.6k 62.46
2021-06-30 $318k 4.8k 65.63
2021-03-31 $322k 4.8k 66.46
2020-12-31 $323k 4.8k 66.67
2020-09-30 $334k 4.8k 68.94
2020-06-30 $287k 4.6k 62.46
2020-03-31 $277k 4.6k 60.28
2019-12-31 $296k 4.7k 63.59