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Livermore
Livermore
ZHEN

Welch Group, LLC

SEC CIK
0001443095
Latest filing
Jul 23, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Welch Group, 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)
4,989
Value
$400.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by Welch Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,989$400.6K<0.1%00.0%UnchangedHolders
Q1 20264,989$396.3K<0.1%−290−5.5%ReducedHolders
Q4 20255,279$389.9K<0.1%00.0%UnchangedHolders
Q3 20255,279$425.8K<0.1%+290+5.8%AddedHolders
Q2 20254,989$339.8K<0.1%00.0%UnchangedHolders
Q1 20254,989$347.8K<0.1%00.0%UnchangedHolders
Q4 20244,989$337.2K<0.1%00.0%UnchangedHolders
Q3 20244,989$325.8K<0.1%+589+13.4%AddedHolders
Q2 20244,400$235.0K<0.1%00.0%UnchangedHolders
Q1 20244,400$236.5K<0.1%00.0%UnchangedHolders
Q4 20234,400$272.4K<0.1%−250−5.4%ReducedHolders
Q3 20234,650$266.1K<0.1%−3,340−41.8%ReducedHolders
Q2 20237,990$496.7K<0.1%00.0%UnchangedHolders
Q1 20237,990$538.8K<0.1%00.0%UnchangedHolders
Q4 20227,990$560.2K<0.1%00.0%UnchangedHolders
Q3 20227,990$511.0K<0.1%00.0%UnchangedHolders
Q2 20227,990$565.0K<0.1%00.0%UnchangedHolders
Q1 20227,990$577.0K<0.1%00.0%UnchangedHolders
Q4 20217,990$541.0K<0.1%00.0%UnchangedHolders
Q3 20217,990$499.0K<0.1%00.0%UnchangedHolders
Q2 20217,990$526.0K<0.1%−250−3.0%ReducedHolders
Q1 20218,240$548.0K<0.1%––Holders

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