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Xcel Energy shares owned by Occidental Asset Management

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

Historical chart of Occidental Asset Management investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $262k 3.2k 80.65
2025-06-30 $220k 3.2k 68.10
2024-12-31 $217k 3.2k 67.52

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View all positions for Occidental Asset Management

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
Goldman Sachs Group
Invesco
Morgan Stanley
Franklin Resources
FMR
Barrow, Hanley, Mewhinney & Strauss
Barclays

View all funds holding Xcel Energy