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Xcel Energy shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $14k 228 61.91
2023-09-30 $13k 228 57.22
2023-06-30 $14k 228 62.17
2023-03-31 $15k 228 67.44
2022-12-31 $16k 228 70.11

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Ishares Gold Trust Etf (IAU)
Vanguard Short-term Bond Etf Etf (BSV)
Energy Select Sector Spdr Fund Etf (XLE)
Sherwin Williams Stock (SHW)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

Top funds holding Xcel Energy

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

View all funds holding Xcel Energy