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Livermore
Livermore
ZHEN

Larson Financial Group LLC

SEC CIK
0001731061
Latest filing
Aug 14, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Larson Financial Group 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)
67,467
Value
$5.42M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by Larson Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667,467$5.42M0.1%+239+0.4%AddedHolders
Q1 202667,228$5.34M0.2%+666+1.0%AddedHolders
Q4 202566,562$4.92M0.2%+1,441+2.2%AddedHolders
Q3 202565,121$5.25M0.2%+840+1.3%AddedHolders
Q2 202564,281$4.38M0.2%+10,168+18.8%AddedHolders
Q1 202554,113$3.83M0.2%−14,288−20.9%ReducedHolders
Q4 202468,401$4.62M0.2%+56,864+492.9%AddedHolders
Q3 202411,537$753.3K<0.1%+2,078+22.0%AddedHolders
Q2 20249,459$505.2K<0.1%+6,232+193.1%AddedHolders
Q1 20243,227$173.5K<0.1%−182−5.3%ReducedHolders
Q4 20233,409$211.1K<0.1%−612−15.2%ReducedHolders
Q3 20234,021$230.1K<0.1%−619−13.3%ReducedHolders
Q2 20234,640$288.5K<0.1%−621−11.8%ReducedHolders
Q1 20235,261$354.8K<0.1%+7+0.1%AddedHolders
Q4 20225,254$368.4K<0.1%+7+0.1%AddedHolders
Q3 20225,247$336.0K<0.1%+6+0.1%AddedHolders
Q2 20225,241$371.0K0.1%+25+0.5%AddedHolders
Q1 20225,216$376.0K0.1%+6+0.1%AddedHolders
Q4 20215,210$353.0K0.1%+5,084+4,034.9%AddedHolders
Q3 2021126$8.00K<0.1%00.0%UnchangedHolders
Q2 2021126$8.00K<0.1%+1+0.8%AddedHolders
Q1 2021125$8.00K<0.1%––Holders

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