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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Heritage Trust Co, 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)
5,157
Value
$414.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of XEL by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,157$414.1K<0.1%00.0%UnchangedHolders
Q1 20265,157$409.7K<0.1%−40−0.8%ReducedHolders
Q4 20255,197$383.9K<0.1%+6+0.1%AddedHolders
Q3 20255,191$418.7K<0.1%00.0%UnchangedHolders
Q2 20255,191$353.5K<0.1%−1,006−16.2%ReducedHolders
Q1 20256,197$438.7K0.1%00.0%UnchangedHolders
Q4 20246,197$418.4K<0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 20245,093$272.0K<0.1%−40−0.8%ReducedHolders
Q1 20245,133$275.9K<0.1%−114−2.2%ReducedHolders
Q4 20235,247$324.8K<0.1%−576−9.9%ReducedHolders
Q3 20235,823$333.2K0.1%−26−0.4%ReducedHolders
Q2 20235,849$363.6K0.1%+582+11.0%AddedHolders
Q1 20235,267$355.2K0.1%−5−0.1%ReducedHolders
Q4 20225,272$369.6K0.1%−729−12.1%ReducedHolders
Q3 20226,001$384.0K0.1%−160−2.6%ReducedHolders
Q2 20226,161$436.0K0.1%−175−2.8%ReducedHolders
Q1 20226,336$458.0K0.1%00.0%UnchangedHolders
Q4 20216,336$429.0K0.1%−1,181−15.7%ReducedHolders
Q3 20217,517$469.0K0.1%−768−9.3%ReducedHolders
Q2 20218,285$546.0K0.1%−170−2.0%ReducedHolders
Q1 20218,455$563.0K0.1%––Holders

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