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Xcel Energy shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Xcel Energy

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

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Quarterly reported holdings in Xcel Energy by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.2k 97 73.87
2025-06-30 $45k 662 68.10
2025-03-31 $47k 662 70.79
2024-12-31 $45k 662 67.52
2024-09-30 $43k 662 65.30

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for West 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