Position in XEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$952,759
-$11,801 QoQ
Shares Held
11,865
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#549
of 1,278 holders
Holding Since
Mar 2020
20 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, 2026NorthRock Partners, LLC holds $9,302,638 across 11 Utilities - Regulated Electric names. XEL ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
21,955 | $2,101,313 | |
| 2 | NEE |
Nextera Energy Inc
|
15,718 | $1,379,568 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
9,116 | $1,064,475 | |
| 4 | PCG |
PG&E Corp
|
57,574 | $968,394 | |
| 5 | XEL |
Xcel Energy Inc
This page
|
11,865 | $952,759 | |
| 6 | MGEE |
Mge Energy Inc
|
9,369 | $763,948 | |
| 7 | DUK |
Duke Energy CORP
|
5,504 | $696,696 | |
| 8 | ES |
Eversource Energy
|
5,538 | $400,231 |
All Filings in XEL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,759 | 11,865 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $964,560 | 12,142 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $898,950 | 12,171 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,595,015 | 19,777 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,502,659 | 21,227 | Shares | Sole | 2025-05-08 | |
| 2023-09-30 | $1,139,994 | 19,923 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $944,237 | 15,188 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,199,487 | 17,786 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,252,585 | 17,866 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,146,176 | 17,909 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,105,463 | 29,755 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $684,460 | 9,484 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $568,815 | 8,402 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $513,812 | 8,221 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $338,557 | 5,139 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $329,424 | 4,953 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $319,749 | 4,796 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $465,541 | 6,746 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $341,000 | 5,456 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $322,002 | 5,340 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||