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Xcel Energy shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $314k 4.6k 67.52
2024-09-30 $224k 3.4k 65.30

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Top funds holding Xcel Energy

Vanguard Group
BlackRock
State Street Corporation
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Reed Conner & Birdwell
Goldman Sachs Group
Morgan Stanley
FMR
Barrow, Hanley, Mewhinney & Strauss
Invesco
Northern Trust

View all funds holding Xcel Energy