Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$290,123
+$6,920 QoQ
Shares Held
3,613
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#830
of 1,278 holders
Holding Since
Jun 2025
5 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $2,228,431 across 3 Utilities - Regulated Electric names. XEL ranks #3 (13.0% of the industry book) .
All Filings in XEL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,123 | 3,613 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $283,203 | 3,565 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $262,129 | 3,549 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $285,662 | 3,542 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $241,210 | 3,542 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||