Position in XEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$218,496
+$2,340 QoQ
Shares Held
2,721
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#939
of 1,278 holders
Holding Since
Dec 2025
3 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, 2026SilverOak Wealth Management LLC holds $5,483,608 across 2 Utilities - Regulated Electric names. XEL ranks #2 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
|
68,825 | $5,265,112 | |
| 2 | XEL |
Xcel Energy Inc
This page
|
2,721 | $218,496 |
All Filings in XEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,496 | 2,721 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $216,156 | 2,721 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $200,973 | 2,721 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||