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Xcel Energy shares owned by Fortress Financial Group

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Fortress Financial Group from 13F filings

Historical chart of Fortress Financial Group investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Fortress Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 3.6k 80.64
2025-06-30 $243k 3.6k 68.10
2025-03-31 $251k 3.5k 70.79