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Xcel Energy shares owned by Financial Gravity Companies

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Financial Gravity Companies from 13F filings

Historical chart of Financial Gravity Companies investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Financial Gravity Companies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2025-06-30 $317k 4.7k 68.10
2024-12-31 $314k 4.7k 67.52
2017-12-31 $2.0k 51 39.22

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPMD)
Spdr Series Trust Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Spdr Series Trust Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Companies

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