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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
2024-03-31 $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 Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for McCarthy Grittinger Financial Group

Top funds holding Xcel Energy

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