Xcel Energy shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 25k | 53.75 |
| 2023-12-31 | $2.4M | 39k | 61.91 |
| 2023-09-30 | $2.6M | 46k | 57.22 |
| 2023-06-30 | $3.2M | 51k | 62.17 |
| 2023-03-31 | $4.0M | 59k | 67.44 |
| 2022-12-31 | $3.2M | 46k | 70.11 |
| 2022-09-30 | $4.7M | 73k | 64.00 |
| 2022-06-30 | $3.7M | 52k | 70.76 |
| 2022-03-31 | $3.2M | 44k | 72.17 |
| 2021-12-31 | $1.3M | 19k | 67.69 |
| 2021-09-30 | $327k | 5.2k | 62.50 |
| 2021-06-30 | $345k | 5.2k | 65.94 |
| 2021-03-31 | $351k | 5.3k | 66.43 |
| 2020-12-31 | $350k | 5.2k | 66.68 |
| 2020-09-30 | $362k | 5.2k | 68.97 |
| 2020-06-30 | $391k | 6.2k | 62.57 |
| 2020-03-31 | $376k | 6.2k | 60.33 |
| 2019-12-31 | $316k | 5.0k | 63.43 |
| 2019-09-30 | $297k | 4.6k | 64.99 |
| 2019-06-30 | $254k | 4.3k | 59.48 |
| 2019-03-31 | $271k | 4.8k | 56.17 |