Xcel Energy shares owned by True Wealth Design
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $78k | 965 | 80.61 |
| 2025-06-30 | $65k | 952 | 68.07 |
| 2025-03-31 | $144k | 2.0k | 70.77 |
| 2024-12-31 | $134k | 2.0k | 67.50 |
| 2024-09-30 | $129k | 2.0k | 65.30 |
| 2024-06-30 | $587 | 11 | 53.45 |
| 2024-03-31 | $645 | 12 | 53.75 |
| 2023-12-31 | $434 | 7 | 62.00 |
| 2023-09-30 | $400 | 7 | 57.29 |
| 2023-06-30 | $435 | 7 | 62.29 |
| 2023-03-31 | $472 | 7 | 67.57 |
| 2022-12-31 | $491 | 7 | 70.14 |