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Xcel Energy shares owned by Oliver Lagore Vanvalin Investment Group

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Oliver Lagore Vanvalin Investment Group from 13F filings

Historical chart of Oliver Lagore Vanvalin Investment Group investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Oliver Lagore Vanvalin Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Oliver Lagore Vanvalin Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 22k 61.91
2023-09-30 $597k 10k 57.22
2023-06-30 $435 7 62.14

More positions owned by Oliver Lagore Vanvalin Investment Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Physical Gold Unit (AAAU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)

View all positions for Oliver Lagore Vanvalin Investment 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