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Xcel Energy shares owned by SilverOak Wealth Management

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

Historical chart of SilverOak Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 2.7k 73.86

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
3M Company (MMM)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Spdr Series Trust State Street Spd (SPSM)
Capital Group New Geography SHS (CGNG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for SilverOak Wealth Management

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
Barclays
Goldman Sachs Group
Invesco
Franklin Resources
Pictet Asset Management Holding SA
FMR
Legal & General Group

View all funds holding Xcel Energy