Matrix Trust Co

SEC CIK: 0001784277
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

XEL holding history

Xcel Energy Inc in every 13F filed by Matrix Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XEL overview All 13F holders of XEL Full Q2 2026 holdings

Shares (Q2 2026): 17,475
Value: $1.40M
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of XEL by Matrix Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,475	$1.40M	0.2%	−672−3.7%	Reduced	Holders
Q1 2026	18,147	$1.44M	0.2%	+411+2.3%	Added	Holders
Q4 2025	17,736	$1.31M	0.2%	+17,736	New	Holders