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Xcel Energy shares owned by Advantage Trust

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

Historical chart of Advantage Trust investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Advantage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 200 80.65
2025-06-30 $14k 200 68.10

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Dimensional International Core Equity Market ETF Intl Core Eqt Mk (DFAI)
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Wal-Mart Stores (WMT)
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View all positions for Advantage Trust

Top funds holding Xcel Energy

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
GQG Partners
Reed Conner & Birdwell
Goldman Sachs Group
Invesco
Morgan Stanley
Franklin Resources
FMR
Barrow, Hanley, Mewhinney & Strauss
Barclays

View all funds holding Xcel Energy