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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by TD Private Client Wealth 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)
21,996
Value
$1.77M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,996$1.77M<0.1%−12,224−35.7%ReducedHolders
Q1 202634,220$2.72M0.1%−14,693−30.0%ReducedHolders
Q4 202548,913$3.61M0.1%−9,542−16.3%ReducedHolders
Q3 202558,455$4.71M0.1%+4,884+9.1%AddedHolders
Q2 202553,571$3.65M0.1%+235+0.4%AddedHolders
Q1 202553,336$3.78M0.1%+2,022+3.9%AddedHolders
Q4 202451,314$3.46M0.1%−1,248−2.4%ReducedHolders
Q3 202452,562$3.43M0.1%−472−0.9%ReducedHolders
Q2 202453,034$2.83M0.1%+27,943+111.4%AddedHolders
Q1 202425,091$1.35M<0.1%−7,333−22.6%ReducedHolders
Q4 202332,424$2.01M0.1%+19,593+152.7%AddedHolders
Q3 202312,831$734.2K<0.1%+8,142+173.6%AddedHolders
Q2 20234,689$291.5K<0.1%−70−1.5%ReducedHolders
Q1 20234,759$320.9K<0.1%−739−13.4%ReducedHolders
Q4 20225,498$385.5K<0.1%−55−1.0%ReducedHolders
Q3 20225,553$355.4K<0.1%+99+1.8%AddedHolders
Q2 20225,454$385.9K<0.1%−818−13.0%ReducedHolders
Q1 20226,272$452.6K<0.1%−166−2.6%ReducedHolders
Q4 20216,438$435.9K<0.1%+291+4.7%AddedHolders
Q3 20216,147$384.2K<0.1%−35−0.6%ReducedHolders
Q2 20216,182$407.3K<0.1%+139+2.3%AddedHolders
Q1 20216,043$401.9K<0.1%––Holders

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