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Xcel Energy shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 24k 53.75
2023-12-31 $1.1M 19k 61.91
2023-09-30 $1.1M 18k 57.22
2023-06-30 $841k 14k 62.17
2023-03-31 $656k 9.7k 67.44
2020-06-30 $18k 288 62.50
2020-03-31 $16k 269 59.48
2019-12-31 $25k 392 63.78

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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