Position in XEL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$233,271
+$2,498 QoQ
Shares Held
2,905
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#911
of 1,281 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, 2026Cranbrook Wealth Management, LLC holds $2,556,090 across 14 Utilities - Regulated Electric names. XEL ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
6,469 | $985,681 | |
| 2 | SO |
Southern Co
|
6,186 | $592,062 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,109 | $288,532 | |
| 4 | XEL |
Xcel Energy Inc
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|
2,905 | $233,271 | |
| 5 | DUK |
Duke Energy CORP
|
1,233 | $156,073 | |
| 6 | CMS |
Cms Energy Corp
|
1,113 | $85,144 | |
| 7 | ED |
Consolidated Edison Inc
|
643 | $71,135 | |
| 8 | CNP |
Centerpoint Energy Inc
|
1,119 | $49,280 |
All Filings in XEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,271 | 2,905 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $230,773 | 2,905 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $214,563 | 2,905 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $234,288 | 2,905 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $197,830 | 2,905 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $208,830 | 2,950 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $196,145 | 2,905 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $189,696 | 2,905 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $155,156 | 2,905 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $156,143 | 2,905 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $179,848 | 2,905 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $166,224 | 2,905 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $180,603 | 2,905 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $195,913 | 2,905 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $203,669 | 2,905 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $185,920 | 2,905 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $205,557 | 2,905 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $209,653 | 2,905 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $196,668 | 2,905 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $181,562 | 2,905 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $191,381 | 2,905 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $193,211 | 2,905 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $193,676 | 2,905 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $200,474 | 2,905 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $181,562 | 2,905 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $175,171 | 2,905 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||