Drive Wealth Management »

Xcel Energy shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Xcel Energy by Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 3.1k 81.22

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Us Treas Bd Etf (GOVT)
Amazon (AMZN)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Drive Wealth Management

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