Xcel Energy shares owned by McCarthy Grittinger Financial Group
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by McCarthy Grittinger Financial Group
from 13F filings
Historical chart of McCarthy Grittinger Financial Group investment in Xcel Energy
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All positions including Xcel Energy held by McCarthy Grittinger Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Xcel Energy by McCarthy Grittinger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $11k | 148 | 73.86 |
| 2025-09-30 | $12k | 148 | 80.66 |
| 2025-06-30 | $10k | 148 | 68.10 |
| 2025-03-31 | $11k | 148 | 70.79 |
| 2024-12-31 | $10k | 148 | 67.52 |
| 2024-09-30 | $9.7k | 148 | 65.30 |
| 2024-06-30 | $7.9k | 148 | 53.41 |
| 2024-03-31 | $25k | 460 | 53.75 |
| 2023-12-31 | $29k | 460 | 61.91 |
| 2023-09-30 | $26k | 460 | 57.22 |
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