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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Opal Wealth Advisors, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2024
Holdings of XEL by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,102−100.0%Sold outHolders
Q1 20262,102$167.0K<0.1%+2,102NewHolders
Q3 20250$00.0%−2,081−100.0%Sold outHolders
Q2 20252,081$141.7K<0.1%+2,081NewHolders
Q3 20240$00.0%−173−100.0%Sold outHolders
Q2 2024173$9.24K<0.1%+84+94.4%AddedHolders
Q1 202489$4.78K<0.1%+89NewHolders