Xcel Energy shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.0k | 137 | 65.38 |
| 2024-06-30 | $7.3k | 135 | 53.74 |
| 2024-03-31 | $7.2k | 134 | 53.96 |
| 2023-12-31 | $8.3k | 133 | 62.06 |
| 2023-09-30 | $7.6k | 132 | 57.28 |
| 2023-06-30 | $8.1k | 131 | 62.21 |
| 2023-03-31 | $8.8k | 130 | 67.50 |
| 2022-12-31 | $9.0k | 129 | 69.77 |
| 2022-09-30 | $8.0k | 128 | 62.50 |
| 2022-06-30 | $9.0k | 127 | 70.87 |
| 2022-03-31 | $9.0k | 126 | 71.43 |
| 2021-12-31 | $9.0k | 125 | 72.00 |
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