Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$322,484
+$3,453 QoQ
Shares Held
4,016
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#802
of 1,281 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Peak Asset Management, LLC holds $907,020 across 3 Utilities - Regulated Electric names. XEL ranks #2 (35.6% 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 | $322,484 | 4,016 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $319,031 | 4,016 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $506,975 | 6,864 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $314,212 | 3,896 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $265,317 | 3,896 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $275,797 | 3,896 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $263,057 | 3,896 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $254,408 | 3,896 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $208,085 | 3,896 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $209,410 | 3,896 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $241,201 | 3,896 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $222,929 | 3,896 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $250,731 | 4,033 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $329,646 | 4,888 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $333,092 | 4,751 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $327,104 | 5,111 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $361,654 | 5,111 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $368,860 | 5,111 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $355,831 | 5,256 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $328,500 | 5,256 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $346,265 | 5,256 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $349,576 | 5,256 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $350,417 | 5,256 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $362,716 | 5,256 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $266,000 | 4,256 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $256,636 | 4,256 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||