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Livermore
Livermore
ZHEN

Stephens Inc

SEC CIK
0000757657
Latest filing
Jul 29, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XEL overviewAll 13F holders of XELFull Q2 2026 holdings

Shares (Q2 2026)
4,046
Value
$324.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by Stephens Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,046$324.9K<0.1%−914−18.4%ReducedHolders
Q1 20264,960$394.0K<0.1%−1,703−25.6%ReducedHolders
Q4 20256,663$492.1K<0.1%−591−8.1%ReducedHolders
Q3 20257,254$585.0K<0.1%+40+0.6%AddedHolders
Q2 20257,214$491.3K<0.1%−330−4.4%ReducedHolders
Q1 20257,544$534.0K<0.1%+4+0.1%AddedHolders
Q4 20247,540$509.1K<0.1%−249−3.2%ReducedHolders
Q3 20247,789$508.6K<0.1%−398−4.9%ReducedHolders
Q2 20248,187$437.3K<0.1%+1,855+29.3%AddedHolders
Q1 20246,332$340.4K<0.1%−972−13.3%ReducedHolders
Q4 20237,304$452.2K<0.1%+2,775+61.3%AddedHolders
Q3 20234,529$259.1K<0.1%+1,248+38.0%AddedHolders
Q2 20233,281$204.0K<0.1%+174+5.6%AddedHolders
Q1 20233,107$209.5K<0.1%−191−5.8%ReducedHolders
Q4 20223,298$231.2K<0.1%−17,438−84.1%ReducedHolders
Q3 202220,736$1.33M<0.1%−1,268−5.8%ReducedHolders
Q2 202222,004$1.56M<0.1%−371−1.7%ReducedHolders
Q1 202222,375$1.61M<0.1%−44−0.2%ReducedHolders
Q4 202122,419$1.52M<0.1%−8,630−27.8%ReducedHolders
Q3 202131,049$1.94M<0.1%−23,221−42.8%ReducedHolders
Q2 202154,270$3.58M0.1%+521+1.0%AddedHolders
Q1 202153,749$3.58M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.