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Livermore
Livermore
ZHEN

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Mutual 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 Q2 2026 holdings

Shares (Q2 2026)
2,717
Value
$218.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of XEL by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,717$218.1K<0.1%−331−10.9%ReducedHolders
Q1 20263,048$242.2K<0.1%−4−0.1%ReducedHolders
Q4 20253,052$225.4K<0.1%+52+1.7%AddedHolders
Q3 20253,000$241.3K<0.1%−114−3.7%ReducedHolders
Q2 20253,114$226.3K<0.1%+172+5.8%AddedHolders
Q1 20252,942$203.0K<0.1%+2,942NewHolders
Q3 20240$00.0%−3,955−100.0%Sold outHolders
Q2 20243,955$228.2K<0.1%−1,188−23.1%ReducedHolders
Q1 20245,143$276.5K<0.1%+1,437+38.8%AddedHolders
Q4 20233,706$229.4K<0.1%−1,022−21.6%ReducedHolders
Q3 20234,728$270.5K<0.1%+1,152+32.2%AddedHolders
Q2 20233,576$222.3K<0.1%−5,067−58.6%ReducedHolders
Q1 20238,643$582.9K<0.1%+75+0.9%AddedHolders
Q4 20228,568$600.7K<0.1%+31+0.4%AddedHolders
Q3 20228,537$546.0K<0.1%+1,086+14.6%AddedHolders
Q2 20227,451$527.0K<0.1%−199−2.6%ReducedHolders
Q1 20227,650$552.0K<0.1%+10.0%AddedHolders
Q4 20217,649$518.0K<0.1%+10.0%AddedHolders
Q3 20217,648$478.0K<0.1%+10.0%AddedHolders
Q2 20217,647$504.0K<0.1%+33+0.4%AddedHolders
Q1 20217,614$506.0K<0.1%––Holders

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