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Xcel Energy shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $361k 5.5k 65.30
2024-06-30 $295k 5.5k 53.41
2024-03-31 $283k 5.3k 53.75

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Microsoft Corporation (MSFT)
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Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth 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