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Xcel Energy shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $513k 7.8k 65.30
2024-03-31 $406k 7.3k 55.46

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View all positions for Modern Wealth Management

Top funds holding Xcel Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Reed Conner & Birdwell
T. Rowe Price Associates
Morgan Stanley
Goldman Sachs Group
Wells Fargo & Company
Bank of America Corporation
Victory Capital Management
Invesco

View all funds holding Xcel Energy