Xcel Energy shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $258k | 3.2k | 81.17 |
| 2025-06-30 | $231k | 3.2k | 73.33 |
| 2025-03-31 | $223k | 3.2k | 70.79 |
| 2024-12-31 | $213k | 3.2k | 67.52 |
| 2024-09-30 | $209k | 3.2k | 66.49 |