Xcel Energy shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $452k | 5.6k | 80.30 |
| 2026-03-31 | $451k | 5.7k | 79.44 |
| 2025-12-31 | $417k | 5.6k | 73.86 |
| 2025-09-30 | $987k | 12k | 80.65 |
| 2025-06-30 | $243k | 3.6k | 68.10 |