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Xcel Energy shares owned by Accurate Wealth Management

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

Historical chart of Accurate Wealth Management investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 16k 82.38
2025-12-31 $220k 3.0k 74.26
2025-09-30 $238k 2.9k 80.85
2022-12-31 $75k 1.0k 72.11