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Livermore
Livermore
ZHEN

IHT Wealth Management, LLC

SEC CIK
0001697490
Latest filing
Aug 14, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by IHT Wealth 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)
12,500
Value
$1.00M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of XEL by IHT Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,500$1.00M<0.1%−175−1.4%ReducedHolders
Q1 202612,675$1.01M<0.1%+1,694+15.4%AddedHolders
Q4 202510,981$811.0K<0.1%+893+8.9%AddedHolders
Q3 202510,088$813.6K<0.1%−6−0.1%ReducedHolders
Q2 202510,094$687.4K<0.1%+1,976+24.3%AddedHolders
Q1 20258,118$574.7K<0.1%−3,378−29.4%ReducedHolders
Q4 202411,496$776.2K<0.1%−7,092−38.2%ReducedHolders
Q3 202418,588$1.21M<0.1%+3,769+25.4%AddedHolders
Q2 202414,819$791.5K<0.1%+541+3.8%AddedHolders
Q1 202414,278$767.4K<0.1%+1,214+9.3%AddedHolders
Q4 202313,064$808.8K<0.1%+522+4.2%AddedHolders
Q3 202312,542$717.6K<0.1%−400−3.1%ReducedHolders
Q2 202312,942$804.6K<0.1%+2,931+29.3%AddedHolders
Q1 202310,011$675.1K<0.1%+2,286+29.6%AddedHolders
Q4 20227,725$541.6K<0.1%+256+3.4%AddedHolders
Q3 20227,469$478.0K<0.1%+7,469NewHolders
Q2 20220$00.0%−3,043−100.0%Sold outHolders
Q1 20223,043$220.0K<0.1%−212−6.5%ReducedHolders
Q4 20213,255$220.0K<0.1%00.0%UnchangedHolders
Q3 20213,255$203.0K<0.1%−338−9.4%ReducedHolders
Q2 20213,593$237.0K<0.1%−1,771−33.0%ReducedHolders
Q1 20215,364$357.0K<0.1%––Holders

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