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Xcel Energy shares owned by TruNorth Capital Management

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

Historical chart of TruNorth Capital Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $36k 557 65.30
2024-06-30 $30k 557 53.41

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Stryker Corporation (SYK)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for TruNorth Capital Management

Top funds holding Xcel Energy

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Reed Conner & Birdwell
T. Rowe Price Associates
Victory Capital Management
Morgan Stanley
Goldman Sachs Group
Wells Fargo & Company
Bank of America Corporation
Invesco
Franklin Resources

View all funds holding Xcel Energy