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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by HighMark 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)
13,138
Value
$1.05M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of XEL by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,138$1.05M0.4%+68+0.5%AddedHolders
Q1 202613,070$1.04M0.4%+69+0.5%AddedHolders
Q4 202513,001$960.3K0.4%+64+0.5%AddedHolders
Q3 202512,937$1.04M0.5%+72+0.6%AddedHolders
Q2 202512,865$876.1K0.4%+5,462+73.8%AddedHolders
Q1 20257,403$524.0K0.3%−16−0.2%ReducedHolders
Q4 20247,419$500.9K0.3%−5,609−43.1%ReducedHolders
Q3 202413,028$850.7K0.5%+1,527+13.3%AddedHolders
Q2 202411,501$614.3K0.4%+131+1.2%AddedHolders
Q1 202411,370$611.2K0.4%+4,459+64.5%AddedHolders
Q4 20236,911$427.9K0.3%+38+0.6%AddedHolders
Q3 20236,873$393.3K0.3%−267−3.7%ReducedHolders
Q2 20237,140$443.9K0.3%+20.0%AddedHolders
Q1 20237,138$481.4K0.4%+20.0%AddedHolders
Q4 20227,136$500.3K0.4%+20.0%AddedHolders
Q3 20227,134$457.0K0.4%+20.0%AddedHolders
Q2 20227,132$505.0K0.4%−33−0.5%ReducedHolders
Q1 20227,165$517.0K0.3%−1,058−12.9%ReducedHolders
Q4 20218,223$557.0K0.4%−73−0.9%ReducedHolders
Q3 20218,296$519.0K0.4%+20.0%AddedHolders
Q2 20218,294$546.0K0.4%+30.0%AddedHolders
Q1 20218,291$551.0K0.4%––Holders

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