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Ascent Advisors, LLC

SEC CIK
0002109853
Latest filing
Aug 14, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Ascent 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)
2,795
Value
$222.8K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of XEL by Ascent Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,795$222.8K0.3%00.0%UnchangedHolders
Q1 20262,795$222.0K0.4%+2,795NewHolders