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Xcel Energy shares owned by HighMark Wealth Management

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

Historical chart of HighMark Wealth Management investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $501k 7.4k 67.52
2024-09-30 $851k 13k 65.30
2024-06-30 $614k 12k 53.41
2024-03-31 $611k 11k 53.75
2023-12-31 $428k 6.9k 61.91
2023-09-30 $393k 6.9k 57.22
2023-06-30 $444k 7.1k 62.17
2023-03-31 $481k 7.1k 67.44
2022-12-31 $500k 7.1k 70.11
2022-09-30 $457k 7.1k 64.06
2022-06-30 $505k 7.1k 70.81
2022-03-31 $517k 7.2k 72.16
2021-12-31 $557k 8.2k 67.74
2021-09-30 $519k 8.3k 62.56
2021-06-30 $546k 8.3k 65.83
2021-03-31 $551k 8.3k 66.46
2020-12-31 $551k 8.3k 66.68
2020-09-30 $570k 8.3k 69.00
2020-06-30 $513k 8.2k 62.53
2020-03-31 $495k 8.2k 60.30
2019-12-31 $520k 8.2k 63.48