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Xcel Energy shares owned by Proquility Private Wealth Partners

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

Historical chart of Proquility Private Wealth Partners investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Proquility 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 Proquility Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.8M 40k 70.79
2024-12-31 $2.7M 40k 67.52
2024-09-30 $2.4M 37k 65.30
2024-06-30 $2.0M 38k 53.41
2024-03-31 $2.0M 38k 53.75
2023-12-31 $2.1M 33k 61.91

More positions owned by Proquility Private Wealth Partners

Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Financial (XLF)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Msci Eurzone Etf (EZU)
Select Sector Spdr Tr Communication (XLC)
J P Morgan Exchange Traded F Betabuilders Dev (BBAX)
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Select Sector Spdr Tr Energy (XLE)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)

View all positions for Proquility Private Wealth Partners

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