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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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All positions including Xcel Energy held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
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