Mascoma Wealth Management »

Xcel Energy shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Xcel Energy by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.5k 75 73.87
2025-09-30 $6.0k 75 80.65
2025-06-30 $5.1k 75 68.11
2025-03-31 $5.3k 75 70.79
2024-12-31 $5.1k 75 67.52
2024-09-30 $4.9k 75 65.31
2024-06-30 $7.1k 133 53.41