Xcel Energy shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $349k | 5.3k | 65.30 |
| 2024-06-30 | $286k | 5.3k | 53.41 |
| 2024-03-31 | $287k | 5.3k | 53.75 |
| 2023-12-31 | $322k | 5.2k | 61.91 |
| 2023-09-30 | $297k | 5.2k | 57.22 |
| 2023-06-30 | $323k | 5.2k | 62.17 |
| 2023-03-31 | $350k | 5.2k | 67.44 |
| 2022-12-31 | $256k | 3.7k | 70.11 |
| 2022-06-30 | $47k | 658 | 71.43 |
| 2022-03-31 | $47k | 658 | 71.43 |
| 2021-12-31 | $44k | 653 | 67.38 |
| 2021-09-30 | $38k | 600 | 63.33 |
| 2021-06-30 | $40k | 600 | 66.67 |
| 2021-03-31 | $40k | 607 | 65.90 |
| 2020-12-31 | $40k | 607 | 65.90 |