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Xcel Energy shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Bullock 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 Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $72k 899 79.74
2025-12-31 $66k 893 73.89

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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