Xcel Energy shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $238k | 3.6k | 65.29 |
| 2023-12-31 | $258k | 3.8k | 67.44 |
| 2023-09-30 | $258k | 3.8k | 67.44 |
| 2023-06-30 | $223k | 3.6k | 62.17 |
| 2023-03-31 | $268k | 3.8k | 69.91 |
| 2020-09-30 | $699k | 10k | 69.00 |