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Xcel Energy shares owned by Safeguard Investment Advisory Group

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Safeguard Investment Advisory Group from 13F filings

Historical chart of Safeguard Investment Advisory Group investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $408k 6.3k 65.30
2024-06-30 $334k 6.3k 53.41
2020-12-31 $0 7 0.00

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Apple (AAPL)
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Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Safeguard Investment Advisory Group

Top funds holding Xcel Energy

Vanguard Group
BlackRock
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Bank of America Corporation
Reed Conner & Birdwell
Goldman Sachs Group
Wells Fargo & Company
Legal & General Group
Victory Capital Management
Barrow, Hanley, Mewhinney & Strauss
Invesco

View all funds holding Xcel Energy