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Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by D.A. Davidson & 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)
27,294
Value
$2.19M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,294$2.19M<0.1%−2,178−7.4%ReducedHolders
Q1 202629,472$2.34M<0.1%+4,157+16.4%AddedHolders
Q4 202525,315$1.87M<0.1%−2,207−8.0%ReducedHolders
Q3 202527,522$2.22M<0.1%−347−1.2%ReducedHolders
Q2 202527,869$1.90M<0.1%+678+2.5%AddedHolders
Q1 202527,191$1.92M<0.1%+314+1.2%AddedHolders
Q4 202426,877$1.81M<0.1%−5,052−15.8%ReducedHolders
Q3 202431,929$2.09M<0.1%−377−1.2%ReducedHolders
Q2 202432,306$1.73M<0.1%+3,040+10.4%AddedHolders
Q1 202429,266$1.57M<0.1%−607−2.0%ReducedHolders
Q4 202329,873$1.85M<0.1%+88+0.3%AddedHolders
Q3 202329,785$1.70M<0.1%+1,300+4.6%AddedHolders
Q2 202328,485$1.77M<0.1%+3,448+13.8%AddedHolders
Q1 202325,037$1.68M<0.1%+2,433+10.8%AddedHolders
Q4 202222,604$1.59M<0.1%+1,527+7.2%AddedHolders
Q3 202221,077$1.36M<0.1%−252−1.2%ReducedHolders
Q2 202221,329$1.51M<0.1%−786−3.6%ReducedHolders
Q1 202222,115$1.60M<0.1%+248+1.1%AddedHolders
Q4 202121,867$1.49M<0.1%−1,247−5.4%ReducedHolders
Q3 202123,114$1.45M<0.1%−3,505−13.2%ReducedHolders
Q2 202126,619$1.75M<0.1%+1,851+7.5%AddedHolders
Q1 202124,768$1.65M<0.1%––Holders

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