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Xcel Energy shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $729k 11k 65.30
2024-06-30 $585k 11k 52.69