Position in XEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$364,401
+$141,969 QoQ
Shares Held
4,538
+62.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#767
of 1,278 holders
Holding Since
Sep 2025
4 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, 2026BAKER BOYER NATIONAL BANK holds $1,074,163 across 3 Utilities - Regulated Electric names. XEL ranks #2 (33.9% of the industry book) .
All Filings in XEL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,401 | 4,538 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $222,432 | 2,800 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $206,808 | 2,800 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $225,820 | 2,800 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||