Concord Asset Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Concord Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Xcel Energy by Concord Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 3.2k 65.30
2023-03-31 $206k 3.1k 67.44
2022-12-31 $214k 3.1k 70.11