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Livermore
Livermore
ZHEN

Old Port Advisors

SEC CIK
0001744348
Latest filing
Jul 21, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Old Port Advisors, 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)
8,059
Value
$647.1K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of XEL by Old Port Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,059$647.1K0.1%−145−1.8%ReducedHolders
Q1 20268,204$651.7K0.2%−41−0.5%ReducedHolders
Q4 20258,245$609.0K0.2%−102−1.2%ReducedHolders
Q3 20258,347$673.2K0.2%−158−1.9%ReducedHolders
Q2 20258,505$579.2K0.2%−50−0.6%ReducedHolders
Q1 20258,555$605.6K0.2%−52−0.6%ReducedHolders
Q4 20248,607$581.1K0.2%−225−2.5%ReducedHolders
Q3 20248,832$576.7K0.2%−174−1.9%ReducedHolders
Q2 20249,006$481.0K0.1%+35+0.4%AddedHolders
Q1 20248,971$482.2K0.1%−461−4.9%ReducedHolders
Q4 20239,432$583.9K0.2%−721−7.1%ReducedHolders
Q3 202310,153$581.0K0.2%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202310,642$756.0K0.3%−620−5.5%ReducedHolders
Q4 202211,262$789.6K0.3%−275−2.4%ReducedHolders
Q3 202211,537$742.0K0.3%00.0%UnchangedHolders
Q2 202211,537$806.0K0.3%−65−0.6%ReducedHolders
Q1 202211,602$844.0K0.3%−313−2.6%ReducedHolders
Q4 202111,915$816.0K0.3%−1,055−8.1%ReducedHolders
Q3 202112,970$834.0K0.3%−1,311−9.2%ReducedHolders
Q2 202114,281$972.0K0.3%−2,895−16.9%ReducedHolders
Q1 202117,176$1.14M0.4%––Holders

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