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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Personal Cfo Solutions, 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)
7,250
Value
$586.4K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of XEL by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,250$586.4K0.1%+168+2.4%AddedHolders
Q1 20267,082$566.8K0.1%+542+8.3%AddedHolders
Q4 20256,540$483.0K0.1%+575+9.6%AddedHolders
Q3 20255,965$481.1K0.1%+45+0.8%AddedHolders
Q2 20255,920$403.2K0.1%−83−1.4%ReducedHolders
Q1 20256,003$425.0K0.1%+69+1.2%AddedHolders
Q4 20245,934$400.7K0.1%+163+2.8%AddedHolders
Q3 20245,771$376.9K0.1%−16−0.3%ReducedHolders
Q2 20245,787$309.1K<0.1%−476−7.6%ReducedHolders
Q1 20246,263$336.7K0.1%+315+5.3%AddedHolders
Q4 20235,948$368.3K0.1%−224−3.6%ReducedHolders
Q3 20236,172$353.2K0.1%+31+0.5%AddedHolders
Q2 20236,141$381.8K0.1%+162+2.7%AddedHolders
Q1 20235,979$403.2K0.1%+134+2.3%AddedHolders
Q4 20225,845$409.8K0.1%+500+9.4%AddedHolders
Q3 20225,345$342.0K0.1%+245+4.8%AddedHolders
Q2 20225,100$361.0K0.1%+470+10.2%AddedHolders
Q1 20224,630$334.0K0.1%+4,630NewHolders