Position in XEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,065,340
+$201,589 QoQ
Shares Held
13,267
+22.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#538
of 1,281 holders
Holding Since
Dec 2025
3 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, 2026Bernicke Wealth Management, Ltd. holds $1,736,578 across 4 Utilities - Regulated Electric names. XEL ranks #1 (61.3% of the industry book) .
All Filings in XEL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065,340 | 13,267 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $863,751 | 10,873 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $368,192 | 4,985 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||