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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by CWM, 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 Q1 2026 holdings

Shares (Q1 2026)
68,222
Value
$5.42M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of XEL by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202668,222$5.42M<0.1%+337+0.5%AddedHolders
Q4 202567,885$5.01M<0.1%+4,896+7.8%AddedHolders
Q3 202562,989$5.08M<0.1%−6,429−9.3%ReducedHolders
Q2 202569,418$4.73M<0.1%−1,321−1.9%ReducedHolders
Q1 202570,739$5.01M<0.1%−12,034−14.5%ReducedHolders
Q4 202482,773$5.59M<0.1%+10,487+14.5%AddedHolders
Q3 202472,286$4.72M<0.1%+35,363+95.8%AddedHolders
Q2 202436,923$1.97M<0.1%+3,838+11.6%AddedHolders
Q1 202433,085$1.78M<0.1%+2,060+6.6%AddedHolders
Q4 202331,025$1.92M<0.1%+6,167+24.8%AddedHolders
Q3 202324,858$1.42M<0.1%−1,361−5.2%ReducedHolders
Q2 202326,219$1.63M<0.1%+1,389+5.6%AddedHolders
Q1 202324,830$1.68M<0.1%+3,698+17.5%AddedHolders
Q4 202221,132$1.48M<0.1%−6,320−23.0%ReducedHolders
Q3 202227,452$1.76M<0.1%+4,482+19.5%AddedHolders
Q2 202222,970$1.63M<0.1%+2,791+13.8%AddedHolders
Q1 202220,179$1.46M<0.1%+2,243+12.5%AddedHolders
Q4 202117,936$1.21M<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021421,188$27.7M0.2%00.0%UnchangedHolders
Q1 2021421,188$27.7M0.2%––Holders

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