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Xcel Energy shares owned by Integris Wealth Management

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

Historical chart of Integris Wealth Management investment in Xcel Energy

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024350k400k6000605061006150
Value ($)Share countHistorical XEL position of Integris Wealth Management Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Xcel Energy by Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $402k 6.2k 65.30
2024-06-30 $321k 6.0k 53.41
2024-03-31 $323k 6.0k 53.75
2023-12-31 $372k 6.0k 61.91
2023-09-30 $343k 6.0k 57.22
2023-06-30 $381k 6.1k 62.17
2023-03-31 $414k 6.1k 67.44
2022-12-31 $427k 6.1k 70.11