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WestEnd Advisors, LLC

SEC CIK
0001351731
Latest filing
Jul 22, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by WestEnd Advisors, 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 (Q2 2026)
29
Value
$2.33K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2022
Holdings of XEL by WestEnd Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629$2.33K<0.1%+4+16.0%AddedHolders
Q1 202625$1.99K<0.1%00.0%UnchangedHolders
Q4 202525$1.85K<0.1%−2−7.4%ReducedHolders
Q3 202527$2.18K<0.1%+27NewHolders
Q4 20240$00.0%−7−100.0%Sold outHolders
Q3 20247$457<0.1%00.0%UnchangedHolders
Q2 20247$374<0.1%−2−22.2%ReducedHolders
Q1 20249$484<0.1%00.0%UnchangedHolders
Q4 20239$557<0.1%−5−35.7%ReducedHolders
Q3 202314$801<0.1%+14NewHolders
Q2 20230$00.0%–Sold outHolders
Q1 2023–$809<0.1%––Holders
Q4 202212$841<0.1%+3+33.3%AddedHolders
Q3 20229$1.00K<0.1%+3+50.0%AddedHolders
Q2 20226$424<0.1%+6NewHolders