Position in XEL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$515,927
+$9,736 QoQ
Shares Held
6,425
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#677
of 1,281 holders
Holding Since
Dec 2020
10 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, 2026Safeguard Investment Advisory Group, LLC holds $1,331,742 across 4 Utilities - Regulated Electric names. XEL ranks #1 (38.7% of the industry book) .
All Filings in XEL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,927 | 6,425 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $506,191 | 6,372 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $464,800 | 6,293 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $505,272 | 6,265 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $426,646 | 6,265 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $443,499 | 6,265 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $422,000 | 6,250 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $408,125 | 6,250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $334,186 | 6,257 | Shares | Sole | 2024-08-09 | |
| 2020-12-31 | $466 | 7 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||