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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Perigon Wealth Management, 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)
8,175
Value
$656.5K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of XEL by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,175$656.5K<0.1%+672+9.0%AddedHolders
Q1 20267,503$596.0K<0.1%−10−0.1%ReducedHolders
Q4 20257,513$554.9K<0.1%+50+0.7%AddedHolders
Q3 20257,463$601.9K<0.1%+774+11.6%AddedHolders
Q2 20256,689$455.5K<0.1%+555+9.0%AddedHolders
Q1 20256,134$434.2K<0.1%+197+3.3%AddedHolders
Q4 20245,937$393.0K<0.1%+231+4.0%AddedHolders
Q3 20245,706$372.6K<0.1%+5,706NewHolders
Q1 20240$00.0%−3,346−100.0%Sold outHolders
Q4 20233,346$207.2K<0.1%+3,346NewHolders
Q3 20230$00.0%−9,270−100.0%Sold outHolders
Q2 20239,270$576.3K<0.1%−100−1.1%ReducedHolders
Q1 20239,370$631.9K<0.1%+237+2.6%AddedHolders
Q4 20229,133$640.3K<0.1%+1,024+12.6%AddedHolders
Q3 20228,109$519.0K<0.1%−240−2.9%ReducedHolders
Q2 20228,349$591.0K<0.1%+852+11.4%AddedHolders
Q1 20227,497$541.0K<0.1%+1,068+16.6%AddedHolders
Q4 20216,429$435.0K<0.1%+257+4.2%AddedHolders
Q3 20216,172$386.0K<0.1%+951+18.2%AddedHolders
Q2 20215,221$344.0K<0.1%+173+3.4%AddedHolders
Q1 20215,048$336.0K<0.1%––Holders

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