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Xcel Energy shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Xcel Energy

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All positions including Xcel Energy held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $43M 805k 53.75
2023-09-30 $28M 494k 57.22
2023-06-30 $28M 457k 62.17
2023-03-31 $28M 456k 60.88
2022-12-31 $28M 396k 70.11
2022-09-30 $24M 375k 64.00
2022-06-30 $25M 352k 70.76
2022-03-31 $26M 355k 72.17
2021-12-31 $14M 207k 67.70
2021-09-30 $12M 193k 62.50
2021-06-30 $12M 176k 65.88
2021-03-31 $11M 162k 66.51
2020-12-31 $32M 476k 66.67
2020-09-30 $28M 411k 69.01
2020-06-30 $22M 344k 62.50
2020-03-31 $17M 285k 60.30
2019-12-31 $17M 269k 63.49
2019-09-30 $23M 359k 64.89
2019-06-30 $12M 199k 59.49
2019-03-31 $10M 180k 56.21
2018-12-31 $8.1M 164k 49.27
2018-06-30 $958k 21k 45.60
2018-03-31 $976k 21k 45.67
2017-12-31 $1.1M 22k 48.06
2017-09-30 $1.0M 22k 47.26
2017-06-30 $1.1M 23k 45.87
2017-03-31 $965k 22k 44.33
2016-12-31 $946k 23k 40.71
2016-09-30 $983k 24k 41.15
2016-06-30 $2.6M 58k 44.78
2016-03-31 $3.6M 86k 41.82
2015-12-31 $2.6M 73k 35.90
2015-09-30 $3.0M 84k 35.40
2015-06-30 $2.9M 89k 32.18
2015-03-31 $3.5M 100k 34.81
2014-12-31 $466k 13k 35.91
2014-09-30 $732k 24k 30.41
2014-06-30 $816k 25k 32.22
2014-03-31 $842k 28k 30.37
2013-12-31 $59k 2.1k 27.75
2013-09-30 $57k 2.0k 27.82
2013-06-30 $75k 2.7k 28.18

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Vanguard Index Fds Growth Etf (VUG)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
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View all positions for Envestnet Asset Management

Top funds holding Xcel Energy

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Massachusetts Financial Services
Reed Conner & Birdwell
Geode Capital Management
Morgan Stanley
Victory Capital Management
T. Rowe Price Associates
Legal & General Group
Wells Fargo & Company
Goldman Sachs Group
Northern Trust
Franklin Resources
Bank of America Corporation

View all funds holding Xcel Energy