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Xcel Energy shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9k 24 79.46

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Top funds holding Xcel Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Bank of America Corporation
Capital Research Global Investors
Massachusetts Financial Services
Geode Capital Management
Reed Conner & Birdwell
GQG Partners
Barclays
Pictet Asset Management Holding SA
Invesco
Goldman Sachs Group

View all funds holding Xcel Energy