Xcel Energy shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $391k | 5.7k | 68.10 |
| 2025-03-31 | $407k | 5.7k | 70.79 |
| 2024-12-31 | $381k | 5.6k | 67.52 |
| 2024-09-30 | $374k | 5.7k | 65.30 |
| 2024-06-30 | $306k | 5.7k | 53.41 |
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