Xcel Energy shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 5.3k | 80.65 |
| 2025-06-30 | $364k | 5.3k | 68.10 |
| 2025-03-31 | $395k | 5.6k | 70.80 |
| 2024-12-31 | $375k | 5.6k | 67.52 |
| 2024-09-30 | $361k | 5.5k | 65.30 |
| 2024-06-30 | $295k | 5.5k | 53.41 |
| 2024-03-31 | $283k | 5.3k | 53.75 |
More positions owned by Lakeridge Wealth Management
View all positions for Lakeridge Wealth Management