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Xcel Energy shares owned by Aurum Wealth Management Group

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

Historical chart of Aurum Wealth Management Group investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $245k 3.6k 67.52
2024-09-30 $221k 3.4k 65.30

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Aurum Wealth Management Group

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