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Xcel Energy shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $295k 3.7k 80.66
2025-06-30 $247k 3.6k 68.10
2025-03-31 $255k 3.6k 70.79
2024-12-31 $241k 3.6k 67.52
2024-09-30 $231k 3.5k 65.31

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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