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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Quarterly reported holdings in Xcel Energy by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $879k | 11k | 80.65 |
| 2025-06-30 | $739k | 11k | 68.10 |
| 2025-03-31 | $788k | 11k | 70.79 |
| 2024-12-31 | $748k | 11k | 67.52 |
| 2024-09-30 | $729k | 11k | 65.30 |
| 2024-06-30 | $585k | 11k | 52.69 |
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