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Xcel Energy shares owned by Matrix Trust

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

Historical chart of Matrix Trust investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Matrix Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 18k 73.86

More positions owned by Matrix Trust

Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&p 500 Index (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Matrix Trust

Top funds holding Xcel Energy

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
GQG Partners
Reed Conner & Birdwell
Barclays
Goldman Sachs Group
Invesco
Franklin Resources
Pictet Asset Management Holding SA
FMR
Legal & General Group

View all funds holding Xcel Energy