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Xcel Energy shares owned by Opes Wealth Management

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

Historical chart of Opes Wealth Management investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 2.6k 80.65

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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

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