Xcel Energy shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment Management investment in Xcel Energy
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Quarterly reported holdings in Xcel Energy by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 67k | 80.65 |
| 2025-06-30 | $203k | 3.0k | 68.01 |
| 2024-12-31 | $221k | 3.3k | 67.50 |
| 2024-09-30 | $206k | 3.3k | 62.92 |
| 2023-06-30 | $203k | 3.3k | 62.12 |
More positions owned by Morningstar Investment Management
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