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Livermore
Livermore
ZHEN

Access Financial Services, Inc.

SEC CIK
0001699622
Latest filing
Jul 16, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Access Financial Services, Inc., 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)
4,400
Value
$353.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by Access Financial Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,400$353.3K0.1%−212−4.6%ReducedHolders
Q1 20264,612$366.4K0.1%−93−2.0%ReducedHolders
Q4 20254,705$347.5K0.1%−885−15.8%ReducedHolders
Q3 20255,590$450.8K0.2%−129−2.3%ReducedHolders
Q2 20255,719$389.4K0.1%−219−3.7%ReducedHolders
Q1 20255,938$420.4K0.2%−220−3.6%ReducedHolders
Q4 20246,158$415.8K0.2%−329−5.1%ReducedHolders
Q3 20246,487$423.6K0.2%−379−5.5%ReducedHolders
Q2 20246,866$366.7K0.2%+6+0.1%AddedHolders
Q1 20246,860$368.7K0.2%+6+0.1%AddedHolders
Q4 20236,854$424.3K0.2%+5+0.1%AddedHolders
Q3 20236,849$391.9K0.2%−1,624−19.2%ReducedHolders
Q2 20238,473$526.8K0.3%+40.0%AddedHolders
Q1 20238,469$571.1K0.3%−26−0.3%ReducedHolders
Q4 20228,495$595.6K0.4%+5+0.1%AddedHolders
Q3 20228,490$543.0K0.4%+40.0%AddedHolders
Q2 20228,486$600.0K0.3%+40.0%AddedHolders
Q1 20228,482$612.0K0.3%+40.0%AddedHolders
Q4 20218,478$574.0K0.3%+40.0%AddedHolders
Q3 20218,474$530.0K0.2%−146−1.7%ReducedHolders
Q2 20218,620$568.0K0.3%−107−1.2%ReducedHolders
Q1 20218,727$580.0K0.3%––Holders

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