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Xcel Energy shares owned by Estate Planners Group

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 158 73.86

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Xcel Energy

Vanguard Group
BlackRock
State Street Corporation
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
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Xcel Energy