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Xcel Energy shares owned by Wellesley Investment Partners

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Wellesley Investment Partners from 13F filings

Historical chart of Wellesley Investment Partners investment in Xcel Energy

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All positions including Xcel Energy held by Wellesley Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $629k 9.1k 68.94
2020-06-30 $667k 11k 62.47
2020-03-31 $793k 13k 60.25
2019-12-31 $929k 15k 63.47
2019-09-30 $917k 14k 64.89
2019-06-30 $744k 13k 59.43

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

Top funds holding Xcel Energy

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

View all funds holding Xcel Energy