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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Evergreen Wealth Solutions, 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)
7,223
Value
$570.5K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of XEL by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,223$570.5K<0.1%+7,223NewHolders