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Xcel Energy shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $401k 5.0k 80.64
2025-06-30 $314k 4.6k 68.10
2025-03-31 $319k 4.5k 70.79

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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
Goldman Sachs Group
Invesco
Morgan Stanley
Franklin Resources
FMR
Barrow, Hanley, Mewhinney & Strauss
Barclays

View all funds holding Xcel Energy