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Xcel Energy shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $266k 3.9k 68.68
2025-03-31 $272k 3.8k 71.04
2024-12-31 $257k 3.8k 67.44

More positions owned by OneAscent Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

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
Franklin Resources
FMR
Barrow, Hanley, Mewhinney & Strauss
Barclays
Legal & General Group

View all funds holding Xcel Energy