Xcel Energy shares owned by Western Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $923k | 17k | 53.75 |
| 2023-12-31 | $1.3M | 21k | 61.91 |
| 2023-09-30 | $1.0M | 18k | 57.22 |
| 2023-06-30 | $1.0M | 17k | 62.17 |
| 2023-03-31 | $1.1M | 16k | 67.44 |
| 2022-12-31 | $1.0M | 15k | 70.11 |
| 2022-09-30 | $1.1M | 17k | 64.22 |
| 2022-06-30 | $1.2M | 17k | 70.32 |
| 2022-03-31 | $1.2M | 16k | 72.18 |
| 2021-12-31 | $803k | 12k | 67.69 |
| 2021-06-30 | $1.0M | 15k | 65.89 |
| 2021-03-31 | $965k | 15k | 66.52 |
| 2020-12-31 | $982k | 15k | 66.66 |
| 2020-09-30 | $1.1M | 16k | 68.99 |
| 2020-06-30 | $1.1M | 17k | 62.88 |
| 2020-03-31 | $892k | 15k | 60.19 |
| 2019-12-31 | $2.3M | 37k | 62.83 |
| 2019-09-30 | $1.2M | 18k | 64.73 |
| 2019-06-30 | $3.1M | 55k | 56.62 |
| 2019-03-31 | $908k | 16k | 56.30 |
| 2018-12-31 | $772k | 16k | 49.45 |