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Xcel Energy shares owned by ICA Group Wealth Management

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by ICA Group Wealth Management from 13F filings

Historical chart of ICA Group Wealth Management investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by ICA Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $611k 11k 53.75
2023-12-31 $621k 10k 61.91
2023-09-30 $493k 8.6k 57.22
2023-06-30 $535k 8.6k 62.17
2023-03-31 $1.4M 21k 67.44
2022-12-31 $1.5M 21k 70.11
2022-09-30 $2.1M 33k 63.99
2022-06-30 $2.5M 33k 76.94
2022-03-31 $2.5M 33k 74.70

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Apple Common Stock (AAPL)
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SPDR S&P MF Closed and MF Open (SPY)
Vanguard Value MF Closed and MF Open (VTV)
Nvidia Corp Common Stock (NVDA)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (BUFR)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)

View all positions for ICA Group Wealth Management

Top funds holding Xcel Energy

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

View all funds holding Xcel Energy