Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Xcel Energy shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $207k 2.9k 70.79

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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
Franklin Resources
Pictet Asset Management Holding SA
FMR
Barrow, Hanley, Mewhinney & Strauss
Barclays

View all funds holding Xcel Energy