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Xcel Energy shares owned by Curio Wealth

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

Historical chart of Curio Wealth investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 259 80.65
2025-06-30 $23k 341 68.10
2025-03-31 $23k 2 11512.00
2024-12-31 $18k 259 67.52

More positions owned by Curio Wealth

Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Int Core Equity Etf Etf (DFAI)
Dfa Us Small Cap Etf Etf (DFAS)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Dfa Core Fixed Income Etf Etf (DFCF)
Dfa Us Targeted Value Etf Etf (DFAT)

View all positions for Curio Wealth

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