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Xcel Energy shares owned by Bay Harbor Wealth Management

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

Historical chart of Bay Harbor Wealth Management investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $87k 1.1k 80.30
2026-03-31 $5.4k 68 79.43
2025-12-31 $3.4k 46 74.41
2025-09-30 $2.6k 32 80.63
2025-06-30 $1.6k 24 68.08
2025-03-31 $924 13 71.15