Xcel Energy shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.3M | 37k | 61.92 |
| 2023-09-30 | $818k | 14k | 57.19 |
| 2023-06-30 | $730k | 12k | 62.18 |
| 2023-03-31 | $810k | 12k | 67.47 |
| 2022-12-31 | $777k | 11k | 70.09 |
| 2022-09-30 | $725k | 11k | 64.00 |
| 2022-06-30 | $800k | 11k | 70.79 |
| 2022-03-31 | $789k | 11k | 72.19 |
| 2021-12-31 | $738k | 11k | 67.73 |
| 2021-09-30 | $632k | 10k | 62.49 |
| 2021-06-30 | $665k | 10k | 65.91 |
| 2021-03-31 | $670k | 10k | 66.55 |
| 2020-12-31 | $649k | 9.7k | 66.72 |
More positions owned by Tradition Wealth Management
View all positions for Tradition Wealth Management