Xcel Energy shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $205k | 3.3k | 61.91 |
| 2022-12-31 | $232k | 3.3k | 70.11 |
| 2022-09-30 | $212k | 3.3k | 64.11 |
| 2022-06-30 | $234k | 3.3k | 70.76 |
| 2022-03-31 | $253k | 3.5k | 72.14 |
| 2021-12-31 | $237k | 3.5k | 67.58 |
| 2021-09-30 | $221k | 3.5k | 62.38 |
| 2021-06-30 | $231k | 3.5k | 65.87 |
| 2021-03-31 | $245k | 3.7k | 66.41 |
| 2020-09-30 | $223k | 3.2k | 68.93 |
| 2020-03-31 | $307k | 5.1k | 60.26 |
| 2017-12-31 | $210k | 4.4k | 48.12 |
| 2017-09-30 | $254k | 5.4k | 47.35 |
| 2016-06-30 | $206k | 4.6k | 44.68 |