Ledge Wealth Management, Inc.
- SEC CIK
- 0001927042
- Latest filing
- Jan 24, 2024
XEL holding history
Xcel Energy Inc in every 13F filed by Ledge Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
XEL overviewAll 13F holders of XELFull Q4 2023 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −2,983−100.0% | Sold out | Holders |
| Q1 2023 | 2,983 | $201.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 2,983 | $209.0K | 0.1% | +2,983 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −2,983−100.0% | Sold out | Holders |
| Q2 2022 | 2,983 | $211.0K | 0.1% | −100−3.2% | Reduced | Holders |
| Q1 2022 | 3,083 | $223.0K | 0.1% | – | No prior filing | Holders |