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Everpar Advisors LLC

SEC CIK
0002010410
Latest filing
Jul 9, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Everpar 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)
4,955
Value
$397.9K
% of portfolio
0.1%
Quarters held
10
Since Q4 2023
Holdings of XEL by Everpar Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,955$397.9K0.1%−6−0.1%ReducedHolders
Q1 20264,961$394.1K0.1%+303+6.5%AddedHolders
Q4 20254,658$344.0K0.1%−816−14.9%ReducedHolders
Q3 20255,474$441.5K0.2%−32−0.6%ReducedHolders
Q2 20255,506$375.0K0.2%+88+1.6%AddedHolders
Q1 20255,418$383.5K0.2%−463−7.9%ReducedHolders
Q4 20245,881$397.1K0.2%+287+5.1%AddedHolders
Q3 20245,594$365.3K0.2%−725−11.5%ReducedHolders
Q2 20246,319$337.5K0.2%+6,319NewHolders
Q1 20240$00.0%−11,276−100.0%Sold outHolders
Q4 202311,276$698.1K0.3%–No prior filingHolders