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Xcel Energy shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $27k 494 53.75
2023-12-31 $28k 494 57.22
2023-09-30 $28k 494 57.22
2023-06-30 $31k 494 62.17
2023-03-31 $33k 494 67.44