Position in XEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$497,940
+$86,282 QoQ
Shares Held
6,201
+19.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#683
of 1,277 holders
Holding Since
Mar 2020
26 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, 2026TCI Wealth Advisors, Inc. holds $2,032,469 across 5 Utilities - Regulated Electric names. XEL ranks #2 (24.5% of the industry book) .
All Filings in XEL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,940 | 6,201 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $411,658 | 5,182 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $382,299 | 5,176 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $388,813 | 4,821 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $281,457 | 4,133 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $295,902 | 4,180 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $290,808 | 4,307 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $273,672 | 4,191 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $224,001 | 4,194 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $225,965 | 4,204 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $262,065 | 4,233 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $238,664 | 4,171 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $266,211 | 4,282 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $343,674 | 5,096 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $299,930 | 4,278 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $282,240 | 4,410 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $311,273 | 4,399 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $308,454 | 4,274 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $289,011 | 4,269 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $270,375 | 4,326 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $284,996 | 4,326 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $283,931 | 4,269 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $277,747 | 4,166 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $287,495 | 4,166 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $260,375 | 4,166 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $251,028 | 4,163 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||