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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Creative Planning, 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)
534,313
Value
$42.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026534,313$42.9M<0.1%+93,085+21.1%AddedHolders
Q1 2026441,228$35.1M<0.1%+100,908+29.7%AddedHolders
Q4 2025340,320$25.1M<0.1%−24,971−6.8%ReducedHolders
Q3 2025365,291$29.5M<0.1%+64,132+21.3%AddedHolders
Q2 2025301,159$20.5M<0.1%−6,442−2.1%ReducedHolders
Q1 2025307,601$21.8M<0.1%+9,148+3.1%AddedHolders
Q4 2024298,453$20.2M<0.1%+11,698+4.1%AddedHolders
Q3 2024286,755$18.7M<0.1%+4,136+1.5%AddedHolders
Q2 2024282,619$15.1M<0.1%+151,843+116.1%AddedHolders
Q1 2024130,776$7.03M<0.1%+1,965+1.5%AddedHolders
Q4 2023128,811$7.98M<0.1%−38,650−23.1%ReducedHolders
Q3 2023167,461$9.58M<0.1%+23,063+16.0%AddedHolders
Q2 2023144,398$8.98M<0.1%+11,776+8.9%AddedHolders
Q1 2023132,622$8.94M<0.1%+2,356+1.8%AddedHolders
Q4 2022130,266$9.13M<0.1%+5,133+4.1%AddedHolders
Q3 2022125,133$8.01M<0.1%−470−0.4%ReducedHolders
Q2 2022125,603$8.89M<0.1%−6,702−5.1%ReducedHolders
Q1 2022132,305$9.55M<0.1%+15,215+13.0%AddedHolders
Q4 2021117,090$7.93M<0.1%−3,934−3.3%ReducedHolders
Q3 2021121,024$7.56M<0.1%+1,378+1.2%AddedHolders
Q2 2021119,646$7.88M<0.1%+22,274+22.9%AddedHolders
Q1 202197,372$6.48M<0.1%––Holders

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