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Xcel Energy shares owned by Charter Trust

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Charter Trust from 13F filings

Historical chart of Charter Trust investment in Xcel Energy

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All positions including Xcel Energy held by Charter Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Charter Trust

Quarter filed Position value Share count Share price at filing
2012-12-31 $240k 9.0k 26.73
2012-09-30 $237k 8.5k 27.73
2012-06-30 $232k 8.2k 28.44

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Top funds holding Xcel Energy

Vanguard Group
Jpmorgan Chase & Co
Massachusetts Financial Services
Royal Bank of Canada
Victory Capital Management
Wells Fargo & Company
Goldman Sachs Group
Legal & General Group
Bank of America Corporation
Millennium Management
Mitsubishi UFJ Trust & Banking Corp
Bank of New York Mellon
CalPERS
Charles Schwab Investment Management
Nordea Investment Management Ab

View all funds holding Xcel Energy