Xcel Energy shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 2.8k | 80.65 |
| 2025-03-31 | $201k | 2.8k | 71.55 |
| 2023-06-30 | $206k | 3.3k | 62.17 |
| 2023-03-31 | $225k | 3.3k | 67.44 |
| 2022-12-31 | $231k | 3.3k | 70.11 |
| 2022-09-30 | $210k | 3.3k | 63.89 |
| 2022-06-30 | $245k | 3.3k | 74.54 |
| 2022-03-31 | $202k | 2.8k | 72.01 |
| 2021-12-31 | $189k | 2.8k | 67.38 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services