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Xcel Energy shares owned by McCarthy Grittinger Financial Group

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by McCarthy Grittinger Financial Group from 13F filings

Historical chart of McCarthy Grittinger Financial Group investment in Xcel Energy

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All positions including Xcel Energy held by McCarthy Grittinger Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by McCarthy Grittinger Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.7k 148 65.30
2024-06-30 $7.9k 148 53.41
2024-03-31 $25k 460 53.75
2023-12-31 $29k 460 61.91
2023-09-30 $26k 460 57.22

More positions owned by McCarthy Grittinger Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for McCarthy Grittinger Financial Group

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