Position in XEL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$264,829
+$2,836 QoQ
Shares Held
3,298
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#866
of 1,278 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Great Diamond Partners, LLC holds $3,539,506 across 4 Utilities - Regulated Electric names. XEL ranks #4 (7.5% 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 | $264,829 | 3,298 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $261,993 | 3,298 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $243,147 | 3,292 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $277,597 | 3,442 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $234,400 | 3,442 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||