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Xcel Energy shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $694k 12k 57.25

More positions owned by GeoWealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Invesco Actively Managed Etf Total Return (GTO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Exchange Listed Fds Tr Cabana Target 13
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Exchange Listed Fds Tr Cabana Target 16
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)

View all positions for GeoWealth Management

Top funds holding Xcel Energy

Vanguard Group
Jpmorgan Chase & Co
Massachusetts Financial Services
Royal Bank of Canada
Victory Capital Management
Wells Fargo & Company
Goldman Sachs Group
Legal & General Group
Bank of America Corporation
Millennium Management
Mitsubishi UFJ Trust & Banking Corp
Bank of New York Mellon
CalPERS
Charles Schwab Investment Management
Nordea Investment Management Ab

View all funds holding Xcel Energy