Position in XEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$388,973
-$2,269 QoQ
Shares Held
4,844
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#740
of 1,278 holders
Holding Since
Sep 2021
18 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, 2026Obermeyer Wealth Partners holds $2,121,960 across 5 Utilities - Regulated Electric names. XEL ranks #3 (18.3% of the industry book) .
All Filings in XEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,973 | 4,844 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $391,242 | 4,925 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $375,578 | 5,085 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $415,912 | 5,157 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $346,152 | 5,083 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $335,261 | 4,736 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $246,920 | 3,657 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $238,802 | 3,657 | Shares | Sole | 2024-11-05 | |
| 2023-12-31 | $236,000 | 3,812 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $211,828 | 3,702 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $227,355 | 3,657 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $246,628 | 3,657 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $272,938 | 3,893 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $224,064 | 3,501 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $247,730 | 3,501 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $252,667 | 3,501 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $237,017 | 3,501 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $218,812 | 3,501 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||