Skip to main content

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Greenleaf Trust, 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)
14,493
Value
$1.16M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,493$1.16M<0.1%−399−2.7%ReducedHolders
Q1 202614,892$1.18M<0.1%−190−1.3%ReducedHolders
Q4 202515,082$1.11M<0.1%+3,140+26.3%AddedHolders
Q3 202511,942$963.1K<0.1%−124−1.0%ReducedHolders
Q2 202512,066$821.7K<0.1%−3,067−20.3%ReducedHolders
Q1 202515,133$1.07M<0.1%+606+4.2%AddedHolders
Q4 202414,527$980.9K<0.1%+705+5.1%AddedHolders
Q3 202413,822$902.6K<0.1%+1,449+11.7%AddedHolders
Q2 202412,373$660.8K<0.1%−3,604−22.6%ReducedHolders
Q1 202415,977$858.8K<0.1%−2,761−14.7%ReducedHolders
Q4 202318,738$1.16M<0.1%+5,036+36.8%AddedHolders
Q3 202313,702$784.0K<0.1%+1,217+9.7%AddedHolders
Q2 202312,485$776.2K<0.1%+410+3.4%AddedHolders
Q1 202312,075$814.3K<0.1%−10,834−47.3%ReducedHolders
Q4 202222,909$1.61M<0.1%−646−2.7%ReducedHolders
Q3 202223,555$1.51M<0.1%+10,956+87.0%AddedHolders
Q2 202212,599$892.0K<0.1%−8,960−41.6%ReducedHolders
Q1 202221,559$1.56M<0.1%+819+3.9%AddedHolders
Q4 202120,740$1.40M<0.1%−4,345−17.3%ReducedHolders
Q3 202125,085$1.57M<0.1%−7,971−24.1%ReducedHolders
Q2 202133,056$2.18M<0.1%+18,753+131.1%AddedHolders
Q1 202114,303$951.0K<0.1%––Holders

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