Xcel Energy shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Xcel Energy by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $103k | 1.3k | 80.65 |
| 2025-06-30 | $87k | 1.3k | 68.10 |
| 2025-03-31 | $90k | 1.3k | 70.79 |
| 2024-12-31 | $86k | 1.3k | 67.52 |
| 2024-09-30 | $83k | 1.3k | 65.30 |
| 2024-06-30 | $68k | 1.3k | 53.41 |
| 2024-03-31 | $69k | 1.3k | 53.75 |
| 2023-12-31 | $79k | 1.3k | 61.91 |
| 2023-09-30 | $73k | 1.3k | 57.22 |
| 2022-06-30 | $2.0k | 25 | 80.00 |