Valtinson Bruner Financial Planning LLC

Position in XEL — Xcel Energy Inc

CIK 1761450 NEW BRIGHTON, MN

Position in XEL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,157,042

-$34,319 QoQ

Shares Held

14,409

-3.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#514

of 1,278 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Valtinson Bruner Financial Planning LLC holds $1,795,445 across 3 Utilities - Regulated Electric names. XEL ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc This page	14,409	$1,157,042
2	WEC	Wec Energy Group, Inc.	3,255	$380,086
3	LNT	Alliant Energy Corp	3,386	$258,317

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,157,042	14,409	-3.9%	Shares	Sole	2026-08-03
2026-03-31	$1,191,361	14,997	-5.3%	Shares	Sole	2026-05-05
2025-12-31	$1,169,203	15,830	-21.2%	Shares	Sole	2026-02-09
2025-09-30	$1,620,581	20,094	-0.8%	Shares	Sole	2025-11-04
2025-06-30	$1,379,774	20,261	-3.8%	Shares	Sole	2025-08-06
2025-03-31	$1,491,545	21,070	+1.3%	Shares	Sole	2025-05-14
2024-12-31	$1,404,078	20,795	-4.6%	Shares	Sole	2025-02-10
2024-09-30	$1,423,866	21,805	+0.5%	Shares	Sole	2024-11-05
2024-06-30	$1,158,623	21,693	-0.1%	Shares	Sole	2024-08-05
2024-03-31	$1,167,181	21,715	-3.2%	Shares	Sole	2024-04-29
2023-12-31	$1,388,146	22,422	-1.8%	Shares	Sole	2024-02-06
2023-09-30	$1,306,103	22,826	-2.7%	Shares	Sole	2023-10-24
2023-06-30	$1,458,446	23,459	-3.0%	Shares	Sole	2023-07-24
2023-03-31	$1,630,901	24,183	+21.8%	Shares	Sole	2023-05-05
2022-12-31	$1,391,473	19,847	+1.4%	Shares	Sole	2023-01-19
2022-09-30	$1,252,928	19,577	-0.8%	Shares	Sole	2022-11-09
2022-06-30	$1,396,094	19,730	-3.1%	Shares	Sole	2022-08-08
2022-03-31	$1,470,175	20,371	+2.7%	Shares	Sole	2022-04-15
2021-12-31	$1,342,761	19,834	-3.4%	Shares	Sole	2022-01-18
2021-09-30	$1,283,625	20,538	+7.6%	Shares	Sole	2021-10-21
2021-06-30	$1,257,385	19,086	-2.2%	Shares	Sole	2021-07-28
2021-03-31	$1,298,541	19,524	+0.8%	Shares	Sole	2021-04-16
2020-12-31	$1,291,331	19,369	-6.9%	Shares	Sole	2021-01-08
2020-09-30	$1,436,029	20,809	+0.2%	Shares	Sole	2020-11-03
2020-06-30	$1,297,875	20,766	+1.0%	Shares	Sole	2020-08-10
2020-03-31	$1,240,310	20,569	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.