Xcel Energy shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $42k | 572 | 73.86 |
| 2025-09-30 | $40k | 501 | 80.65 |
| 2025-06-30 | $34k | 494 | 68.10 |
| 2025-03-31 | $35k | 494 | 70.79 |
| 2024-12-31 | $33k | 494 | 67.52 |
| 2024-09-30 | $32k | 494 | 65.30 |
| 2024-06-30 | $26k | 495 | 53.41 |
| 2024-03-31 | $27k | 494 | 53.75 |
| 2023-12-31 | $28k | 494 | 57.22 |
| 2023-09-30 | $28k | 494 | 57.22 |
| 2023-06-30 | $31k | 494 | 62.17 |
| 2023-03-31 | $33k | 494 | 67.44 |