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Livermore
Livermore
ZHEN

Peak Asset Management, LLC

SEC CIK
0001632512
Latest filing
Aug 13, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Peak Asset 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)
4,016
Value
$322.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by Peak Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,016$322.5K<0.1%00.0%UnchangedHolders
Q1 20264,016$319.0K0.1%−2,848−41.5%ReducedHolders
Q4 20256,864$507.0K0.1%+2,968+76.2%AddedHolders
Q3 20253,896$314.2K0.1%00.0%UnchangedHolders
Q2 20253,896$265.3K<0.1%00.0%UnchangedHolders
Q1 20253,896$275.8K0.1%00.0%UnchangedHolders
Q4 20243,896$263.1K<0.1%00.0%UnchangedHolders
Q3 20243,896$254.4K<0.1%00.0%UnchangedHolders
Q2 20243,896$208.1K<0.1%00.0%UnchangedHolders
Q1 20243,896$209.4K<0.1%00.0%UnchangedHolders
Q4 20233,896$241.2K0.1%00.0%UnchangedHolders
Q3 20233,896$222.9K0.1%−137−3.4%ReducedHolders
Q2 20234,033$250.7K0.1%−855−17.5%ReducedHolders
Q1 20234,888$329.6K0.1%+137+2.9%AddedHolders
Q4 20224,751$333.1K0.1%−360−7.0%ReducedHolders
Q3 20225,111$327.0K0.1%00.0%UnchangedHolders
Q2 20225,111$362.0K0.1%00.0%UnchangedHolders
Q1 20225,111$369.0K0.1%−145−2.8%ReducedHolders
Q4 20215,256$356.0K0.1%00.0%UnchangedHolders
Q3 20215,256$329.0K0.1%00.0%UnchangedHolders
Q2 20215,256$346.0K0.1%00.0%UnchangedHolders
Q1 20215,256$350.0K0.1%––Holders

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