Position in XEL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$39,668
+$663 QoQ
Shares Held
494
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,109
of 1,278 holders
Holding Since
Mar 2026
2 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, 2026PETERSON WEALTH MANAGEMENT holds $5,680,952 across 3 Utilities - Regulated Electric names. XEL ranks #3 (0.7% of the industry book) .
All Filings in XEL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,668 | 494 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $39,005 | 491 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||