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Xcel Energy shares owned by Proquility Private Wealth Partners

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

Historical chart of Proquility Private Wealth Partners investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xcel Energy by Proquility Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 38k 53.75
2023-12-31 $2.1M 33k 61.91

More positions owned by Proquility Private Wealth Partners

Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Industrial Etf (VIS)
Ishares Msci Eurzone Etf (EZU)
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Select Sector Spdr Tr Energy (XLE)
J P Morgan Exchange Traded F Betabuilders Dev (BBAX)

View all positions for Proquility Private 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