Xcel Energy shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 4.9k | 79.90 |
| 2025-06-30 | $354k | 4.9k | 71.72 |
| 2025-03-31 | $347k | 4.9k | 70.32 |
| 2024-12-31 | $338k | 4.9k | 68.61 |
| 2024-09-30 | $311k | 4.9k | 63.16 |
| 2024-06-30 | $258k | 4.9k | 52.43 |
| 2024-03-31 | $264k | 4.9k | 53.78 |
| 2023-12-31 | $312k | 4.9k | 63.45 |
| 2023-09-30 | $283k | 4.9k | 57.57 |
| 2023-06-30 | $314k | 4.9k | 63.79 |
| 2023-03-31 | $340k | 4.9k | 69.11 |
| 2022-12-31 | $338k | 4.9k | 68.80 |
| 2022-09-30 | $294k | 4.9k | 59.82 |
| 2022-06-30 | $342k | 4.9k | 69.58 |
| 2022-03-31 | $368k | 4.9k | 74.87 |
| 2021-12-31 | $335k | 4.9k | 68.16 |
| 2021-09-30 | $308k | 4.9k | 62.67 |
| 2021-06-30 | $338k | 4.9k | 68.77 |
| 2021-03-31 | $350k | 4.9k | 71.21 |
| 2020-12-31 | $318k | 4.9k | 64.70 |
More positions owned by Castle Rock Wealth Management
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