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Xcel Energy shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $844k 13k 67.52
2024-09-30 $306k 4.7k 65.30
2023-12-31 $281k 4.5k 61.91

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View all positions for LVW Advisors

Top funds holding Xcel Energy

Vanguard Group
BlackRock
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Bank of America Corporation
Reed Conner & Birdwell
Goldman Sachs Group
Wells Fargo & Company
Legal & General Group
Victory Capital Management
Barrow, Hanley, Mewhinney & Strauss
Invesco

View all funds holding Xcel Energy