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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Marks Group Wealth Management, Inc, 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)
6,798
Value
$545.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XEL by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,798$545.9K<0.1%−960−12.4%ReducedHolders
Q1 20267,758$616.3K0.1%+538+7.5%AddedHolders
Q4 20257,220$533.3K0.1%+78+1.1%AddedHolders
Q3 20257,142$576.0K0.1%−109−1.5%ReducedHolders
Q2 20257,251$493.8K<0.1%−1,223−14.4%ReducedHolders
Q1 20258,474$599.9K0.1%+37+0.4%AddedHolders
Q4 20248,437$569.7K0.1%00.0%UnchangedHolders
Q3 20248,437$550.9K0.1%−2,378−22.0%ReducedHolders
Q2 202410,815$577.6K0.1%−859−7.4%ReducedHolders
Q1 202411,674$627.5K0.1%00.0%UnchangedHolders
Q4 202311,674$722.7K0.1%00.0%UnchangedHolders
Q3 202311,674$668.0K0.1%00.0%UnchangedHolders
Q2 202311,674$725.8K0.1%−1,664−12.5%ReducedHolders
Q1 202313,338$899.5K0.1%00.0%UnchangedHolders
Q4 202213,338$935.1K0.1%+841+6.7%AddedHolders
Q3 202212,497$800.0K0.1%00.0%UnchangedHolders
Q2 202212,497$884.0K0.1%+1,044+9.1%AddedHolders
Q1 202211,453$827.0K0.1%+1,566+15.8%AddedHolders
Q4 20219,887$669.0K0.1%+5,292+115.2%AddedHolders
Q3 20214,595$287.0K<0.1%−250−5.2%ReducedHolders
Q2 20214,845$318.0K<0.1%00.0%UnchangedHolders
Q1 20214,845$322.0K<0.1%––Holders

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