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Livermore
Livermore
ZHEN

CoreFirst Bank & Trust

SEC CIK
0001845199
Latest filing
Aug 5, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by CoreFirst Bank & Trust, 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)
3,370
Value
$270.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of XEL by CoreFirst Bank & Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,370$270.6K0.1%00.0%UnchangedHolders
Q1 20263,370$267.7K0.1%00.0%UnchangedHolders
Q4 20253,370$248.9K0.1%00.0%UnchangedHolders
Q3 20253,370$271.8K0.1%00.0%UnchangedHolders
Q2 20253,370$229.5K0.1%00.0%UnchangedHolders
Q1 20253,370$238.6K0.2%−144−4.1%ReducedHolders
Q4 20243,514$237.3K0.1%−45−1.3%ReducedHolders
Q3 20243,559$232.4K0.1%+3,559NewHolders
Q2 20240$00.0%−3,559−100.0%Sold outHolders
Q1 20243,559$191.3K0.1%00.0%UnchangedHolders
Q4 20233,559$220.3K0.1%00.0%UnchangedHolders
Q3 20233,559$203.6K0.1%00.0%UnchangedHolders
Q2 20233,559$221.3K0.2%00.0%UnchangedHolders
Q1 20233,559$240.0K0.2%00.0%UnchangedHolders
Q4 20223,559$249.5K0.2%00.0%UnchangedHolders
Q3 20223,559$228.0K0.2%00.0%UnchangedHolders
Q2 20223,559$252.0K0.2%00.0%UnchangedHolders
Q1 20223,559$257.0K0.2%00.0%UnchangedHolders
Q4 20213,559$241.0K0.2%00.0%UnchangedHolders
Q3 20213,559$222.0K0.2%00.0%UnchangedHolders
Q2 20213,559$234.0K0.2%00.0%UnchangedHolders
Q1 20213,559$237.0K0.2%––Holders

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