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Xcel Energy shares owned by Summit Financial

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Xcel Energy

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All positions including Xcel Energy held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $267k 4.9k 54.29
2023-12-31 $311k 5.0k 62.43
2023-09-30 $322k 5.6k 57.74
2023-06-30 $364k 5.8k 62.68

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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