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Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Sigma Planning Corp, 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)
10,744
Value
$862.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,744$862.8K<0.1%+23+0.2%AddedHolders
Q1 202610,721$851.7K<0.1%−897−7.7%ReducedHolders
Q4 202511,618$858.1K<0.1%+50.0%AddedHolders
Q3 202511,613$936.7K<0.1%−1,095−8.6%ReducedHolders
Q2 202512,708$865.4K<0.1%−514−3.9%ReducedHolders
Q1 202513,222$936.0K<0.1%+131+1.0%AddedHolders
Q4 202413,091$883.9K<0.1%−318−2.4%ReducedHolders
Q3 202413,409$875.6K<0.1%−5,465−29.0%ReducedHolders
Q2 202418,874$1.01M<0.1%+1,601+9.3%AddedHolders
Q1 202417,273$928.4K<0.1%+4,399+34.2%AddedHolders
Q4 202312,874$797.1K0.1%−4,230−24.7%ReducedHolders
Q3 202317,104$978.7K<0.1%−1,799−9.5%ReducedHolders
Q2 202318,903$1.18M<0.1%−227−1.2%ReducedHolders
Q1 202319,130$1.29M<0.1%+416+2.2%AddedHolders
Q4 202218,714$1.31M<0.1%+106+0.6%AddedHolders
Q3 202218,608$1.19M<0.1%−93−0.5%ReducedHolders
Q2 202218,701$1.32M<0.1%+2,179+13.2%AddedHolders
Q1 202216,522$1.19M<0.1%−1,084−6.2%ReducedHolders
Q4 202117,606$1.19M<0.1%+452+2.6%AddedHolders
Q3 202117,154$1.07M<0.1%−2,490−12.7%ReducedHolders
Q2 202119,644$1.29M<0.1%−2,056−9.5%ReducedHolders
Q1 202121,700$1.44M<0.1%––Holders

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