Position in XEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,357,929
+$19,931 QoQ
Shares Held
29,364
-0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#402
of 1,281 holders
Holding Since
Jun 2025
5 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, 2026TriaGen Wealth Management LLC holds $5,832,016 across 5 Utilities - Regulated Electric names. XEL ranks #1 (40.4% 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 | $2,357,929 | 29,364 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,337,998 | 29,431 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,308,642 | 31,257 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,529,506 | 31,364 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,254,819 | 62,479 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||