Xcel Energy shares owned by Kozak & Associates
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 3.5k | 81.31 |
| 2025-06-30 | $266k | 3.9k | 67.84 |
| 2025-03-31 | $275k | 3.9k | 70.72 |
| 2024-12-31 | $275k | 4.1k | 66.69 |
| 2024-09-30 | $258k | 4.0k | 64.01 |
| 2024-06-30 | $224k | 4.3k | 52.75 |
| 2024-03-31 | $237k | 4.3k | 55.85 |
| 2023-12-31 | $255k | 4.2k | 60.90 |
| 2023-09-30 | $349k | 6.1k | 57.35 |
| 2023-06-30 | $378k | 6.0k | 62.98 |
| 2023-03-31 | $404k | 6.0k | 67.44 |
| 2022-12-31 | $419k | 6.0k | 70.20 |
| 2022-09-30 | $356k | 5.9k | 59.85 |
| 2022-06-30 | $366k | 5.2k | 70.68 |
| 2022-03-31 | $362k | 5.2k | 70.14 |
| 2021-12-31 | $362k | 5.2k | 70.14 |
| 2021-09-30 | $331k | 5.1k | 64.28 |