Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$616,302
+$6,600 QoQ
Shares Held
7,675
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#644
of 1,281 holders
Holding Since
Sep 2020
24 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, 2026SFMG, LLC holds $2,263,154 across 5 Utilities - Regulated Electric names. XEL ranks #1 (27.2% of the industry book) .
All Filings in XEL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,302 | 7,675 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $609,702 | 7,675 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $566,875 | 7,675 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $618,988 | 7,675 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $522,667 | 7,675 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $543,313 | 7,675 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $518,216 | 7,675 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $501,177 | 7,675 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $409,921 | 7,675 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $412,531 | 7,675 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $475,159 | 7,675 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $439,392 | 7,679 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $477,092 | 7,674 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $551,254 | 8,174 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $543,352 | 7,750 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $491,136 | 7,674 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $543,012 | 7,674 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $553,832 | 7,674 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $370,048 | 5,466 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $367,062 | 5,873 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $386,913 | 5,873 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $390,613 | 5,873 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $391,552 | 5,873 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $377,208 | 5,466 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||