Integris Wealth Management, LLC

Position in XEL — Xcel Energy Inc

CIK 1750852 Monterey, CA

Position in XEL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$479,631

+$17,926 QoQ

Shares Held

5,973

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#687

of 1,278 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Integris Wealth Management, LLC holds $2,464,670 across 5 Utilities - Regulated Electric names. XEL ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	10,803	$948,179
2	XEL	Xcel Energy Inc This page	5,973	$479,631
3	EVRG	Evergy, Inc.	4,570	$394,985
4	SO	Southern Co	3,488	$333,836
5	WEC	Wec Energy Group, Inc.	2,638	$308,039

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$479,631	5,973	+2.8%	Shares	Sole	2026-07-13
2026-03-31	$461,705	5,812	-3.1%	Shares	Sole	2026-04-13
2025-12-31	$443,160	6,000	-5.4%	Shares	Sole	2026-01-21
2025-09-30	$511,321	6,340	0.0%	Shares	Sole	2025-10-15
2025-06-30	$431,754	6,340	+0.3%	Shares	Sole	2025-07-23
2025-03-31	$447,605	6,323	0.0%	Shares	Sole	2025-04-23
2024-12-31	$426,928	6,323	+2.6%	Shares	Sole	2025-01-23
2024-09-30	$402,443	6,163	+2.7%	Shares	Sole	2024-10-18
2024-06-30	$320,460	6,000	0.0%	Shares	Sole	2024-07-19
2024-03-31	$322,500	6,000	0.0%	Shares	Sole	2024-05-03
2023-12-31	$371,460	6,000	0.0%	Shares	Sole	2024-02-09
2023-09-30	$343,320	6,000	-2.2%	Shares	Sole	2023-11-08
2023-06-30	$381,412	6,135	+0.0%	Shares	Sole	2023-07-13
2023-03-31	$413,609	6,133	+0.6%	Shares	Sole	2023-05-15
2022-12-31	$427,320	6,095	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.