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Xcel Energy shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Xcel Energy

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All positions including Xcel Energy held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $65k 1.0k 61.93

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
iShares S&P 500 Value Equity (IVE)
Vanguard High Dividend Yield ETF Equity (VYM)
Microsoft Corp Equity (MSFT)
Vanguard Short Term Bond Index ETF Equity (BSV)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

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