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Shah Wealth Advisors, LLC

SEC CIK
0002149018
Latest filing
Aug 7, 2026

XEL holding history

Xcel Energy Inc in every 13F filed by Shah Wealth 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)
5,804
Value
$466.1K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of XEL by Shah Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,804$466.1K0.1%–No prior filingHolders