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Dougherty & Associates, LLC

SEC CIK
0002109295
Latest filing
Jul 16, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Dougherty & Associates, 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)
2,817
Value
$226.2K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of XEL by Dougherty & Associates, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,817$226.2K0.2%00.0%UnchangedHolders
Q1 20262,817$223.8K0.2%−322−10.3%ReducedHolders
Q4 20253,139$231.8K0.2%–No prior filingHolders