Xcel Energy shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 24k | 65.30 |
| 2024-06-30 | $1.3M | 24k | 53.41 |
| 2024-03-31 | $539k | 10k | 53.75 |
| 2023-12-31 | $824k | 13k | 61.91 |
| 2023-09-30 | $403k | 7.0k | 57.22 |
| 2023-06-30 | $269k | 4.3k | 62.17 |
| 2023-03-31 | $326k | 4.8k | 67.44 |
| 2022-12-31 | $332k | 4.7k | 70.10 |
| 2022-09-30 | $292k | 4.5k | 64.10 |
| 2022-06-30 | $314k | 4.4k | 70.81 |
| 2022-03-31 | $338k | 4.7k | 72.07 |
| 2021-12-31 | $287k | 4.2k | 67.83 |
| 2021-09-30 | $254k | 4.1k | 62.53 |
| 2021-06-30 | $264k | 4.0k | 65.77 |
| 2020-12-31 | $272k | 4.1k | 66.91 |
| 2020-09-30 | $267k | 3.9k | 69.05 |
| 2020-06-30 | $240k | 3.8k | 62.45 |
| 2020-03-31 | $222k | 3.7k | 60.26 |