Asset Planning »

Xcel Energy shares owned by Asset Planning

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

Historical chart of Asset Planning investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Xcel Energy by Asset Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $24k 300 80.30

More positions owned by Asset Planning

Eli Lilly & Co Lly (LLY)
Amazon.Com Amzn (AMZN)
Transdigm Group TDG (TDG)
Apple Computer Aapl (AAPL)
Allstate Corp. All (ALL)
Costco Wholesale Corp - Cost (COST)
NVIDIA Corp Nvda (NVDA)
Welltower Well (WELL)
Mc Donalds Corp MCD (MCD)
Altria Group Mo (MO)
Realty Income Corp O (O)
Edwards Lifesciences Cp Ew (EW)
Verizon Communications VZ (VZ)
Alphabet Goog (GOOG)
Microsoft Corp MSFT (MSFT)

View all positions for Asset Planning

Top funds holding Xcel Energy

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Bank of America Corporation
Capital Research Global Investors
Jpmorgan Chase & Co
Invesco
Geode Capital Management
Goldman Sachs Group
Massachusetts Financial Services
FMR
GQG Partners
Reed Conner & Birdwell
Pictet Asset Management Holding SA

View all funds holding Xcel Energy