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Kenfarb & Co.

SEC CIK
0001908904
Latest filing
Nov 14, 2023

XEL holding history

Xcel Energy Inc in every 13F filed by Kenfarb & Co., 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 Q3 2023 holdings

Shares (Q3 2023)
11,195
Value
$640.6K
% of portfolio
0.6%
Quarters held
8
Since Q4 2021
Holdings of XEL by Kenfarb & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202311,195$640.6K0.6%−150−1.3%ReducedHolders
Q2 202311,345$705.3K0.6%−290−2.5%ReducedHolders
Q1 202311,635$784.7K0.7%−1,250−9.7%ReducedHolders
Q4 202212,885$903.4K0.8%00.0%UnchangedHolders
Q3 202212,885$825.0K0.8%00.0%UnchangedHolders
Q2 202212,885$930.0K0.7%00.0%UnchangedHolders
Q1 202212,885$930.0K0.7%00.0%UnchangedHolders
Q4 202112,885$872.0K0.6%–No prior filingHolders