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Xcel Energy shares owned by Dogwood Wealth Management

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Dogwood Wealth Management from 13F filings

Historical chart of Dogwood Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 148 80.65
2025-06-30 $4.5k 67 67.57
2024-09-30 $0 0 0.00
2024-06-30 $0 0 0.00
2024-03-31 $0 0 0.00
2023-12-31 $0 0 0.00