Skip to main content
Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Clearstead Advisors, LLC, 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)
14,371
Value
$1.15M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,371$1.15M<0.1%+9,668+205.6%AddedHolders
Q1 20264,703$373.6K<0.1%−1,583−25.2%ReducedHolders
Q4 20256,286$464.3K<0.1%−921−12.8%ReducedHolders
Q3 20257,207$581.2K<0.1%−13−0.2%ReducedHolders
Q2 20257,220$491.7K<0.1%+2,005+38.4%AddedHolders
Q1 20255,215$369.2K<0.1%+670+14.7%AddedHolders
Q4 20244,545$306.9K<0.1%−178−3.8%ReducedHolders
Q3 20244,723$308.4K<0.1%+126+2.7%AddedHolders
Q2 20244,597$245.5K<0.1%+3,958+619.4%AddedHolders
Q1 2024639$35.7K<0.1%−578−47.5%ReducedHolders
Q4 20231,217$75.3K<0.1%+88+7.8%AddedHolders
Q3 20231,129$64.6K<0.1%−249−18.1%ReducedHolders
Q2 20231,378$85.7K<0.1%+535+63.5%AddedHolders
Q1 2023843$56.9K<0.1%−503−37.4%ReducedHolders
Q4 20221,346$94.4K<0.1%+579+75.5%AddedHolders
Q3 2022767$49.0K<0.1%+113+17.3%AddedHolders
Q2 2022654$46.0K<0.1%−2−0.3%ReducedHolders
Q1 2022656$47.0K<0.1%+2+0.3%AddedHolders
Q4 2021654$44.0K<0.1%−113−14.7%ReducedHolders
Q3 2021767$48.0K<0.1%+93+13.8%AddedHolders
Q2 2021674$44.0K<0.1%+20+3.1%AddedHolders
Q1 2021654$43.0K<0.1%––Holders

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