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
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $136k | 1.8k | 73.86 |
| 2025-09-30 | $148k | 1.8k | 80.66 |
| 2025-06-30 | $174k | 2.6k | 68.09 |
| 2025-03-31 | $181k | 2.6k | 70.79 |
| 2024-12-31 | $182k | 2.7k | 67.53 |
| 2024-09-30 | $175k | 2.7k | 65.31 |
| 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
View all positions for Cherry Tree Wealth Management