Position in XEL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$347,538
-$1,759 QoQ
Shares Held
4,328
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#781
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bell Bank holds $25,187,358 across 4 Utilities - Regulated Electric names. XEL ranks #4 (1.4% of the industry book) .
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,538 | 4,328 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $349,297 | 4,397 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $357,851 | 4,845 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $390,749 | 4,845 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $874,676 | 12,844 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $783,716 | 11,071 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $747,513 | 11,071 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $722,936 | 11,071 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $671,844 | 12,579 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $702,996 | 13,079 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $809,597 | 13,077 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $816,186 | 14,264 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $886,792 | 14,264 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $881,980 | 13,078 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $934,986 | 13,336 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $853,504 | 13,336 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $762,722 | 10,779 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $613,950 | 8,507 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $591,968 | 8,744 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $546,500 | 8,744 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $632,052 | 9,594 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $638,096 | 9,594 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $572,961 | 8,594 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $604,458 | 8,759 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $474,625 | 7,594 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $457,918 | 7,594 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||