Xcel Energy shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 40k | 53.75 |
| 2023-12-31 | $2.4M | 39k | 61.91 |
| 2023-09-30 | $2.2M | 38k | 57.22 |
| 2023-06-30 | $2.4M | 38k | 62.17 |
| 2023-03-31 | $2.6M | 38k | 67.44 |
| 2022-12-31 | $2.7M | 39k | 70.11 |