Position in XEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,193,017
+$10,792 QoQ
Shares Held
14,857
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#508
of 1,281 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First Western Trust Bank holds $5,438,343 across 5 Utilities - Regulated Electric names. XEL ranks #2 (21.9% 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 | $1,193,017 | 14,857 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $1,182,225 | 14,882 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,086,111 | 14,705 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $1,289,835 | 15,993 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,186,233 | 17,419 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $1,133,985 | 16,019 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,324,809 | 19,621 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,281,251 | 19,621 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $999,034 | 18,705 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $1,004,587 | 18,690 | Shares | Other | 2024-05-16 | |
| 2023-12-31 | $1,157,097 | 18,690 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,025,153 | 17,916 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,137,524 | 18,297 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,243,998 | 18,446 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,293,249 | 18,446 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,180,544 | 18,446 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,305,238 | 18,446 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,334,206 | 18,487 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||