Lloyd Advisory Services, LLC.

SEC CIK: 0001802474
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

XEL holding history

Xcel Energy Inc in every 13F filed by Lloyd Advisory Services, LLC., 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): 945
Value: $75.9K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of XEL by Lloyd Advisory Services, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	945	$75.9K	<0.1%	+275+41.0%	Added	Holders
Q1 2026	670	$53.3K	<0.1%	−2,149−76.2%	Reduced	Holders
Q4 2025	2,819	$208.2K	0.1%	+247+9.6%	Added	Holders
Q3 2025	2,572	$207.5K	0.1%	+2,572	New	Holders