Xcel Energy shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 29k | 67.52 |
| 2024-09-30 | $1.7M | 27k | 65.28 |
| 2024-06-30 | $1.4M | 27k | 53.41 |
| 2024-03-31 | $1.3M | 24k | 53.75 |
| 2023-12-31 | $1.1M | 19k | 61.91 |
| 2023-09-30 | $1.1M | 18k | 57.22 |
| 2023-06-30 | $841k | 14k | 62.17 |
| 2023-03-31 | $656k | 9.7k | 67.44 |
| 2020-06-30 | $18k | 288 | 62.50 |
| 2020-03-31 | $16k | 269 | 59.48 |
| 2019-12-31 | $25k | 392 | 63.78 |
More positions owned by Procyon Private Wealth Partners
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