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Xcel Energy shares owned by Brown Financial Advisors

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Brown Financial Advisors from 13F filings

Historical chart of Brown Financial Advisors investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Brown Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $527k 8.1k 65.30
2024-06-30 $687k 13k 53.41

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View all positions for Brown Financial Advisors

Top funds holding Xcel Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Bank of America Corporation
Reed Conner & Birdwell
Morgan Stanley
Goldman Sachs Group
Wells Fargo & Company
Victory Capital Management
Invesco

View all funds holding Xcel Energy