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Xcel Energy shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 410 53.75
2023-12-31 $25k 410 61.91
2023-09-30 $24k 410 57.22
2023-06-30 $26k 410 62.17
2023-03-31 $28k 410 67.44
2022-12-31 $29k 410 70.11

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

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