Skip to main content
Livermore
Livermore
ZHEN

Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Quantum Financial 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)
2,729
Value
$219.1K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2022
Holdings of XEL by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,729$219.1K<0.1%00.0%UnchangedHolders
Q1 20262,729$216.8K<0.1%−67−2.4%ReducedHolders
Q4 20252,796$206.5K<0.1%+69+2.5%AddedHolders
Q3 20252,727$219.9K<0.1%+2,727NewHolders
Q3 20240$00.0%−4,937−100.0%Sold outHolders
Q2 20244,937$263.7K<0.1%−108−2.1%ReducedHolders
Q1 20245,045$271.2K<0.1%+519+11.5%AddedHolders
Q4 20234,526$280.2K0.1%+84+1.9%AddedHolders
Q3 20234,442$254.2K0.1%00.0%UnchangedHolders
Q2 20234,442$276.2K0.1%00.0%UnchangedHolders
Q1 20234,442$299.6K0.1%00.0%UnchangedHolders
Q4 20224,442$311.4K0.1%−21−0.5%ReducedHolders
Q3 20224,463$286.0K0.1%+10.0%AddedHolders
Q2 20224,462$335.0K0.1%–No prior filingHolders