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
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Quarterly reported holdings in Xcel Energy by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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