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V Wealth Advisors LLC

SEC CIK
0001661149
Latest filing
Nov 15, 2023

XEL holding history

Xcel Energy Inc in every 13F filed by V Wealth Advisors 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 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of XEL by V Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,980−100.0%Sold outHolders
Q1 20232,980$201.0K<0.1%−242−7.5%ReducedHolders
Q4 20223,222$225.9K<0.1%−1,392−30.2%ReducedHolders
Q3 20224,614$295.0K0.1%+36+0.8%AddedHolders
Q2 20224,578$324.0K0.1%−3,069−40.1%ReducedHolders
Q1 20227,647$552.0K0.1%−78−1.0%ReducedHolders
Q4 20217,725$523.0K0.1%−2,334−23.2%ReducedHolders
Q3 202110,059$628.0K0.1%+396+4.1%AddedHolders
Q2 20219,663$636.0K0.1%+156+1.6%AddedHolders
Q1 20219,507$633.0K0.1%––Holders

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