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Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Sheets Smith Wealth Management, 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 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of XEL by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,283−100.0%Sold outHolders
Q4 20254,283$316.3K<0.1%−770−15.2%ReducedHolders
Q3 20255,053$407.5K<0.1%−830−14.1%ReducedHolders
Q2 20255,883$400.6K<0.1%−183−3.0%ReducedHolders
Q1 20256,066$429.4K0.1%−450−6.9%ReducedHolders
Q4 20246,516$440.0K0.1%−150−2.3%ReducedHolders
Q3 20246,666$435.3K0.1%−1,233−15.6%ReducedHolders
Q2 20247,899$421.9K0.1%−1,500−16.0%ReducedHolders
Q1 20249,399$505.2K0.1%−1,200−11.3%ReducedHolders
Q4 202310,599$656.2K0.1%−830−7.3%ReducedHolders
Q3 202311,429$654.0K0.1%00.0%UnchangedHolders
Q2 202311,429$710.5K0.1%00.0%UnchangedHolders
Q1 202311,429$770.8K0.1%−2,250−16.4%ReducedHolders
Q4 202213,679$959.0K0.2%00.0%UnchangedHolders
Q3 202213,679$875.0K0.1%+5,000+57.6%AddedHolders
Q2 20228,679$614.0K0.1%−5,001−36.6%ReducedHolders
Q1 202213,680$987.0K0.1%−14,250−51.0%ReducedHolders
Q4 202127,930$1.89M0.2%00.0%UnchangedHolders
Q3 202127,930$1.75M0.2%00.0%UnchangedHolders
Q2 202127,930$1.84M0.2%00.0%UnchangedHolders
Q1 202127,930$1.86M0.3%––Holders

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