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Xcel Energy shares owned by Dougherty & Associates

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Dougherty & Associates from 13F filings

Historical chart of Dougherty & Associates investment in Xcel Energy

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All positions including Xcel Energy held by Dougherty & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Dougherty & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $232k 3.1k 73.86

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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
Barclays
Goldman Sachs Group
Invesco
Franklin Resources
Pictet Asset Management Holding SA
FMR
Legal & General Group

View all funds holding Xcel Energy