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Xcel Energy shares owned by Dechtman Wealth Management

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

Historical chart of Dechtman Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Dechtman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $891k 17k 53.75
2023-12-31 $1.0M 17k 61.86
2023-09-30 $939k 16k 57.24
2023-06-30 $1.0M 16k 62.17

More positions owned by Dechtman Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Intl Qualty (IQLT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Rus Top 200 Etf (IWL)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Dechtman Wealth Management

Top funds holding Xcel Energy

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Royal Bank of Canada
Victory Capital Management
Goldman Sachs Group
Legal & General Group
Wells Fargo & Company
Northern Trust
Franklin Resources
Bank of America Corporation
Millennium Management
Mitsubishi UFJ Trust & Banking Corp

View all funds holding Xcel Energy