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
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Xcel Energy by Kozak & Associates
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |