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 csvQuarterly 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 |