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Xcel Energy shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Xcel Energy

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All positions including Xcel Energy held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $76k 945 80.27
2026-03-31 $53k 670 79.49
2025-12-31 $208k 2.8k 73.86
2025-09-30 $208k 2.6k 80.66

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View all positions for Lloyd Advisory Services

Top funds holding Xcel Energy

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Bank of America Corporation
Capital Research Global Investors
Jpmorgan Chase & Co
Invesco
Geode Capital Management
Goldman Sachs Group
Massachusetts Financial Services
FMR
GQG Partners
Reed Conner & Birdwell
Pictet Asset Management Holding SA

View all funds holding Xcel Energy