Envestnet Asset Management »

Xcel Energy shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $85M 1.3M 65.30
2024-06-30 $68M 1.3M 53.41
2024-03-31 $43M 805k 53.75
2023-09-30 $28M 494k 57.22
2023-06-30 $28M 457k 62.17
2023-03-31 $28M 456k 60.88
2022-12-31 $28M 396k 70.11
2022-09-30 $24M 375k 64.00
2022-06-30 $25M 352k 70.76
2022-03-31 $26M 355k 72.17
2021-12-31 $14M 207k 67.70
2021-09-30 $12M 193k 62.50
2021-06-30 $12M 176k 65.88
2021-03-31 $11M 162k 66.51
2020-12-31 $32M 476k 66.67
2020-09-30 $28M 411k 69.01
2020-06-30 $22M 344k 62.50
2020-03-31 $17M 285k 60.30
2019-12-31 $17M 269k 63.49
2019-09-30 $23M 359k 64.89
2019-06-30 $12M 199k 59.49
2019-03-31 $10M 180k 56.21
2018-12-31 $8.1M 164k 49.27
2018-06-30 $958k 21k 45.60
2018-03-31 $976k 21k 45.67
2017-12-31 $1.1M 22k 48.06
2017-09-30 $1.0M 22k 47.26
2017-06-30 $1.1M 23k 45.87
2017-03-31 $965k 22k 44.33
2016-12-31 $946k 23k 40.71
2016-09-30 $983k 24k 41.15
2016-06-30 $2.6M 58k 44.78
2016-03-31 $3.6M 86k 41.82
2015-12-31 $2.6M 73k 35.90
2015-09-30 $3.0M 84k 35.40
2015-06-30 $2.9M 89k 32.18
2015-03-31 $3.5M 100k 34.81
2014-12-31 $466k 13k 35.91
2014-09-30 $732k 24k 30.41
2014-06-30 $816k 25k 32.22
2014-03-31 $842k 28k 30.37
2013-12-31 $59k 2.1k 27.75
2013-09-30 $57k 2.0k 27.82
2013-06-30 $75k 2.7k 28.18

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Xcel Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Bank of America Corporation
Reed Conner & Birdwell
Morgan Stanley
Goldman Sachs Group
Wells Fargo & Company
Victory Capital Management
Invesco

View all funds holding Xcel Energy