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Livermore
Livermore
ZHEN

Integris Wealth Management, LLC

SEC CIK
0001750852
Latest filing
Jul 10, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Integris 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)
5,973
Value
$479.6K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of XEL by Integris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,973$479.6K0.1%+161+2.8%AddedHolders
Q1 20265,812$461.7K0.1%−188−3.1%ReducedHolders
Q4 20256,000$443.2K0.1%−340−5.4%ReducedHolders
Q3 20256,340$511.3K0.1%00.0%UnchangedHolders
Q2 20256,340$431.8K0.1%+17+0.3%AddedHolders
Q1 20256,323$447.6K0.1%00.0%UnchangedHolders
Q4 20246,323$426.9K0.1%+160+2.6%AddedHolders
Q3 20246,163$402.4K0.1%+163+2.7%AddedHolders
Q2 20246,000$320.5K0.1%00.0%UnchangedHolders
Q1 20246,000$322.5K0.1%00.0%UnchangedHolders
Q4 20236,000$371.5K0.1%00.0%UnchangedHolders
Q3 20236,000$343.3K0.1%−135−2.2%ReducedHolders
Q2 20236,135$381.4K0.1%+20.0%AddedHolders
Q1 20236,133$413.6K0.2%+38+0.6%AddedHolders
Q4 20226,095$427.3K0.2%–No prior filingHolders