Xcel Energy shares owned by Concord Asset Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Concord Asset Management
from 13F filings
Historical chart of Concord Asset Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $258k | 3.2k | 80.65 |
| 2025-06-30 | $323k | 4.7k | 68.10 |
| 2025-03-31 | $229k | 3.2k | 71.55 |
| 2024-12-31 | $216k | 3.2k | 67.52 |
| 2024-09-30 | $209k | 3.2k | 65.30 |
| 2023-03-31 | $206k | 3.1k | 67.44 |
| 2022-12-31 | $214k | 3.1k | 70.11 |