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Xcel Energy shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth Partners investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 3.5k 80.64
2025-06-30 $232k 3.4k 68.10
2025-03-31 $239k 3.4k 70.78
2024-12-31 $264k 3.9k 67.51

More positions owned by BlueStem Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Growth Etf Etf (VUG)
Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Columbia Research Enhanced Core Etf Etf (RECS)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Value Etf Etf (VTV)
Harbor Scientific Alpha High-yield Etf Etf (SIHY)
Tcw Flexible Income Etf Etf (FLXR)
Ishares Convertible Bond Etf Etf (ICVT)

View all positions for BlueStem Wealth Partners

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