Position in XEL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$204,765
+$2,193 QoQ
Shares Held
2,550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#958
of 1,278 holders
Holding Since
Sep 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, 2026Longview Financial Advisors, Inc. holds $959,982 across 3 Utilities - Regulated Electric names. XEL ranks #3 (21.3% of the industry book) .
All Filings in XEL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,765 | 2,550 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $202,572 | 2,550 | Shares | Sole | 2026-04-20 | |
| 2025-09-30 | $205,657 | 2,550 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||