Xcel Energy shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Cherry Tree Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $143k | 2.7k | 53.41 |
2024-03-31 | $172k | 3.2k | 53.75 |
2023-12-31 | $197k | 3.2k | 61.92 |
2023-09-30 | $203k | 3.6k | 57.22 |
2023-06-30 | $220k | 3.5k | 62.17 |
More positions owned by Cherry Tree Wealth Management
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