Xcel Energy shares owned by Finer Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Finer Wealth Management
from 13F filings
Historical chart of Finer Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Finer Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $883k | 11k | 80.65 |
| 2025-06-30 | $745k | 11k | 68.10 |
| 2025-03-31 | $775k | 11k | 70.79 |
| 2024-12-31 | $739k | 11k | 67.52 |
| 2024-09-30 | $715k | 11k | 65.30 |
| 2024-03-31 | $685k | 13k | 53.75 |
| 2023-09-30 | $730k | 13k | 57.22 |
| 2023-06-30 | $793k | 13k | 62.17 |
| 2023-03-31 | $860k | 13k | 67.44 |
| 2022-12-31 | $894k | 13k | 70.11 |
| 2022-09-30 | $816k | 13k | 64.00 |
| 2022-06-30 | $902k | 13k | 70.75 |
| 2022-03-31 | $920k | 13k | 72.16 |
| 2021-12-31 | $863k | 13k | 67.69 |