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Xcel Energy shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $650k 11k 61.91
2023-09-30 $600k 11k 57.22
2023-06-30 $652k 11k 62.17
2023-03-31 $707k 11k 67.44
2022-12-31 $735k 11k 70.11

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View all positions for Mosaic Family Wealth Partners

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