Birch Financial Group, LLC

SEC CIK: 0002083592
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

XEL holding history

Xcel Energy Inc in every 13F filed by Birch Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XEL overview All 13F holders of XEL Full Q2 2026 holdings

Shares (Q2 2026): 4,727
Value: $379.6K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of XEL by Birch Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,727	$379.6K	0.2%	+3+0.1%	Added	Holders
Q1 2026	4,724	$375.3K	0.2%	+868+22.5%	Added	Holders
Q4 2025	3,856	$284.8K	0.2%	+3,856	New	Holders