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Xcel Energy shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $611k 9.9k 61.91
2023-09-30 $896k 16k 57.22
2023-06-30 $970k 16k 62.17
2019-06-30 $0 470k 0.00

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View all positions for LLBH Private Wealth Management

Top funds holding Xcel Energy

Vanguard Group
Jpmorgan Chase & Co
Massachusetts Financial Services
Royal Bank of Canada
Victory Capital Management
Goldman Sachs Group
Legal & General Group
Wells Fargo & Company
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