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Livermore
Livermore
ZHEN

Cerity Partners LLC

SEC CIK
0001566475
Latest filing
Aug 14, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Cerity Partners 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)
226,421
Value
$18.2M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of XEL by Cerity Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026226,421$18.2M<0.1%−20,009−8.1%ReducedHolders
Q1 2026246,430$19.6M<0.1%−6,626−2.6%ReducedHolders
Q4 2025253,056$18.7M<0.1%−36,823−12.7%ReducedHolders
Q3 2025289,879$23.4M<0.1%−15,915−5.2%ReducedHolders
Q2 2025305,794$20.8M<0.1%−1110.0%ReducedHolders
Q1 2025305,905$21.7M<0.1%+27,964+10.1%AddedHolders
Q4 2024277,941$18.5M<0.1%+5,180+1.9%AddedHolders
Q3 2024272,761$17.8M<0.1%+120,685+79.4%AddedHolders
Q2 2024152,076$8.12M<0.1%−10,172−6.3%ReducedHolders
Q1 2024162,248$8.73M<0.1%+125,442+340.8%AddedHolders
Q4 202336,806$2.29M<0.1%+21,804+145.3%AddedHolders
Q3 202315,002$864.9K<0.1%−14,379−48.9%ReducedHolders
Q2 202329,381$1.83M<0.1%−45,892−61.0%ReducedHolders
Q1 202375,273$6.37M<0.1%+5,067+7.2%AddedHolders
Q4 202270,206$4.93M<0.1%−2,229−3.1%ReducedHolders
Q3 202272,435$4.64M0.1%+706+1.0%AddedHolders
Q2 202271,729$5.08M0.1%+66,866+1,375.0%AddedHolders
Q1 20224,863$351.0K<0.1%−1,172−19.4%ReducedHolders
Q4 20216,035$412.0K<0.1%+6,035NewHolders
Q3 20210$00.0%−3,066−100.0%Sold outHolders
Q2 20213,066$202.0K<0.1%+11+0.4%AddedHolders
Q1 20213,055$203.0K<0.1%––Holders

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