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Xcel Energy shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 3.7k 73.86
2025-06-30 $203k 3.0k 68.10

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

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