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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Boston Private 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of XEL by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,490−100.0%Sold outHolders
Q1 20252,490$176.3K<0.1%−3,265−56.7%ReducedHolders
Q4 20245,755$388.6K<0.1%+5,755NewHolders
Q3 20240$00.0%−6,222−100.0%Sold outHolders
Q2 20246,222$332.3K<0.1%−950−13.2%ReducedHolders
Q1 20247,172$385.5K<0.1%−822−10.3%ReducedHolders
Q4 20237,994$494.9K<0.1%+2,761+52.8%AddedHolders
Q3 20235,233$299.4K<0.1%+17+0.3%AddedHolders
Q2 20235,216$324.3K<0.1%−763−12.8%ReducedHolders
Q1 20235,979$403.2K<0.1%−949−13.7%ReducedHolders
Q4 20226,928$485.7K<0.1%−792−10.3%ReducedHolders
Q3 20227,720$494.0K<0.1%+3,219+71.5%AddedHolders
Q2 20224,501$318.0K<0.1%+23+0.5%AddedHolders
Q1 20224,478$323.0K<0.1%+433+10.7%AddedHolders
Q4 20214,045$274.0K<0.1%+4,045NewHolders
Q3 20210$00.0%−3,103−100.0%Sold outHolders
Q2 20213,103$204.0K<0.1%−51−1.6%ReducedHolders
Q1 20213,154$210.0K<0.1%––Holders

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