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Xcel Energy shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 3.8k 74.01

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Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Apple (AAPL)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Technology Select Sector Spdr Technology (XLK)

View all positions for Wellspring Financial Advisors

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
Barclays
Goldman Sachs Group
Invesco
Franklin Resources
Pictet Asset Management Holding SA
FMR
Legal & General Group

View all funds holding Xcel Energy