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Xcel Energy shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 19k 80.30

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust St Str Aggre Etf (SPAB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Mbs Etf (MBB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Series Trust St Inter Bd Etf (SPIB)
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for CliftonLarsonAllen Wealth Advisors

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