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Xcel Energy shares owned by Atlantic Family Wealth

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

Historical chart of Atlantic Family Wealth investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Atlantic Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $343k 4.3k 80.65
2025-06-30 $290k 4.3k 68.10
2025-03-31 $302k 4.3k 70.79