XEL XCEL ENERGY INC

Ownership history in WRAPMANAGER INC  ·  7 quarters on record

This page tracks every 13F SEC filing in which WRAPMANAGER INC reported a position in XCEL ENERGY INC (XEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2024 Q2)
Avg. % of fund
0.08%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,050 -831 -21.4% 0.08% $246K $79.45
2025 Q2 REDUCED 3,881 -115 -2.9% 0.06% $264K $66.56
2025 Q1 REDUCED 3,996 -576 -12.6% 0.07% $283K $68.62
2024 Q4 REDUCED 4,572 -345 -7.0% 0.08% $309K $64.37
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% of Fund (quarterly)    XEL price (monthly, adj. close)
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