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Xcel Energy shares owned by Great Waters Wealth Management

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

Historical chart of Great Waters Wealth Management investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 15k 67.52
2024-09-30 $1.1M 16k 65.30
2024-06-30 $893k 17k 53.41
2024-03-31 $1.3M 23k 53.75
2023-12-31 $1.5M 23k 63.58
2023-09-30 $1.3M 23k 57.35
2023-06-30 $1.5M 24k 62.17
2023-03-31 $1.8M 25k 70.44
2022-12-31 $1.7M 25k 68.56