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Xcel Energy shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Trilogy Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $272k 3.4k 80.30
2017-12-31 $564k 12k 48.14

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Emgring Mkts (EMMF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr State Street Fin (XLF)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Select Sector Spdr Tr State Street Con (XLY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

View all positions for Trilogy Capital

Top funds holding Xcel Energy

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Bank of America Corporation
Capital Research Global Investors
Jpmorgan Chase & Co
Invesco
Geode Capital Management
Goldman Sachs Group
Massachusetts Financial Services
FMR
GQG Partners
Reed Conner & Birdwell
Pictet Asset Management Holding SA

View all funds holding Xcel Energy