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Livermore
Livermore
ZHEN

HM Payson & Co

SEC CIK
0000928052
Latest filing
Jul 17, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by HM Payson & Co, 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)
3,515
Value
$282.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by HM Payson & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,515$282.3K<0.1%00.0%UnchangedHolders
Q1 20263,515$279.2K<0.1%00.0%UnchangedHolders
Q4 20253,515$259.6K<0.1%00.0%UnchangedHolders
Q3 20253,515$283.5K<0.1%+146+4.3%AddedHolders
Q2 20253,369$229.4K<0.1%+478+16.5%AddedHolders
Q1 20252,891$204.7K<0.1%+850+41.6%AddedHolders
Q4 20242,041$137.8K<0.1%+256+14.3%AddedHolders
Q3 20241,785$116.6K<0.1%−539−23.2%ReducedHolders
Q2 20242,324$124.1K<0.1%+577+33.0%AddedHolders
Q1 20241,747$93.9K<0.1%−300−14.7%ReducedHolders
Q4 20232,047$126.7K<0.1%+238+13.2%AddedHolders
Q3 20231,809$103.5K<0.1%00.0%UnchangedHolders
Q2 20231,809$112.5K<0.1%00.0%UnchangedHolders
Q1 20231,809$122.0K<0.1%−46−2.5%ReducedHolders
Q4 20221,855$130.1K<0.1%+16+0.9%AddedHolders
Q3 20221,839$118.0K<0.1%−808−30.5%ReducedHolders
Q2 20222,647$187.0K<0.1%+72+2.8%AddedHolders
Q1 20222,575$186.0K<0.1%00.0%UnchangedHolders
Q4 20212,575$174.0K<0.1%00.0%UnchangedHolders
Q3 20212,575$161.0K<0.1%00.0%UnchangedHolders
Q2 20212,575$170.0K<0.1%−50−1.9%ReducedHolders
Q1 20212,625$175.0K<0.1%––Holders

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