Position in XEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,752
-$6,103 QoQ
Shares Held
109
-41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,200
of 1,278 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $122,318 across 22 Utilities - Regulated Electric names. XEL ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
427 | $40,868 | |
| 2 | D |
Dominion Energy, Inc
|
263 | $17,960 | |
| 3 | XEL |
Xcel Energy Inc
This page
|
109 | $8,752 | |
| 4 | NGG |
National Grid PLC
|
104 | $8,618 | |
| 5 | AEP |
American Electric Power Co Inc
|
47 | $6,430 | |
| 6 | DUK |
Duke Energy CORP
|
44 | $5,569 | |
| 7 | DTE |
Dte Energy Co
|
28 | $4,266 | |
| 8 | NEE |
Nextera Energy Inc
|
43 | $3,774 |
All Filings in XEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,752 | 109 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,855 | 187 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,811 | 187 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,081 | 187 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,734 | 187 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $19,891 | 281 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,973 | 281 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $18,349 | 281 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,008 | 281 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,103 | 281 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $21,235 | 343 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $19,626 | 343 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $29,903 | 481 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $32,438 | 481 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $33,722 | 481 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $30,784 | 481 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $34,035 | 481 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||