Ritter Daniher Financial Advisory LLC / DE »

Xcel Energy shares owned by Ritter Daniher Financial Advisory LLC / DE

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Ritter Daniher Financial Advisory LLC / DE from 13F filings

Historical chart of Ritter Daniher Financial Advisory LLC / DE investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Ritter Daniher Financial Advisory LLC / DE consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Xcel Energy by Ritter Daniher Financial Advisory LLC / DE

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 162 80.65

More positions owned by Ritter Daniher Financial Advisory LLC / DE

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Us Quality Grow (QGRW)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Procter & Gamble Company (PG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Apple (AAPL)
LCNB (LCNB)

View all positions for Ritter Daniher Financial Advisory LLC / DE

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