Xcel Energy shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $570k | 8.4k | 67.52 |
| 2024-09-30 | $551k | 8.4k | 65.30 |
| 2024-06-30 | $578k | 11k | 53.41 |
| 2024-03-31 | $628k | 12k | 53.75 |
| 2023-12-31 | $723k | 12k | 61.91 |
| 2023-09-30 | $668k | 12k | 57.22 |
| 2023-06-30 | $726k | 12k | 62.17 |
| 2023-03-31 | $900k | 13k | 67.44 |
| 2022-12-31 | $935k | 13k | 70.11 |
| 2022-09-30 | $800k | 13k | 64.02 |
| 2022-06-30 | $884k | 13k | 70.74 |
| 2022-03-31 | $827k | 12k | 72.21 |
| 2021-12-31 | $669k | 9.9k | 67.66 |
| 2021-09-30 | $287k | 4.6k | 62.46 |
| 2021-06-30 | $318k | 4.8k | 65.63 |
| 2021-03-31 | $322k | 4.8k | 66.46 |
| 2020-12-31 | $323k | 4.8k | 66.67 |
| 2020-09-30 | $334k | 4.8k | 68.94 |
| 2020-06-30 | $287k | 4.6k | 62.46 |
| 2020-03-31 | $277k | 4.6k | 60.28 |
| 2019-12-31 | $296k | 4.7k | 63.59 |
More positions owned by Marks Group Wealth Management
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