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Xcel Energy shares owned by Align Wealth Management

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

Historical chart of Align Wealth Management investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Align Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $6.4k 100 64.00

More positions owned by Align Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us High Profitab (DUHP)
BancFirst Corporation (BANF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Qualcomm (QCOM)

View all positions for Align Wealth Management

Top funds holding Xcel Energy

Vanguard Group
BlackRock
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Bank of America Corporation
Reed Conner & Birdwell
Goldman Sachs Group
Wells Fargo & Company
Legal & General Group
Victory Capital Management
Barrow, Hanley, Mewhinney & Strauss
Invesco

View all funds holding Xcel Energy