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Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Evermay Wealth Management 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2023
Holdings of XEL by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−6−100.0%Sold outHolders
Q4 20236$372<0.1%+6NewHolders