Xcel Energy shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Xcel Energy by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 3.2k | 80.65 |
| 2025-06-30 | $212k | 3.1k | 68.09 |
| 2025-03-31 | $201k | 2.8k | 70.75 |
| 2023-06-30 | $4.2M | 67k | 62.17 |