Xcel Energy shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $839k | 11k | 80.05 |
| 2025-06-30 | $714k | 11k | 68.10 |
| 2025-03-31 | $742k | 11k | 70.79 |
| 2024-12-31 | $741k | 11k | 67.52 |
| 2024-09-30 | $695k | 11k | 65.30 |
| 2024-06-30 | $560k | 11k | 53.41 |
| 2024-03-31 | $563k | 11k | 53.75 |
| 2023-12-31 | $650k | 11k | 61.91 |
| 2023-09-30 | $600k | 11k | 57.22 |
| 2023-06-30 | $652k | 11k | 62.17 |
| 2023-03-31 | $707k | 11k | 67.44 |
| 2022-12-31 | $735k | 11k | 70.11 |
More positions owned by Mosaic Family Wealth Partners
View all positions for Mosaic Family Wealth Partners