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Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

XEL holding history

Xcel Energy Inc in every 13F filed by Surevest, 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 Q3 2022 holdings

Shares (Q3 2022)
636
Value
$41.0K
% of portfolio
<0.1%
Quarters held
4
Since Q4 2021
Holdings of XEL by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2022636$41.0K<0.1%−636−50.0%ReducedHolders
Q2 20221,272$90.0K<0.1%00.0%UnchangedHolders
Q1 20221,272$92.0K<0.1%00.0%UnchangedHolders
Q4 20211,272$86.0K<0.1%+1,272NewHolders