Position in XEL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$362,956
+$4,364 QoQ
Shares Held
4,520
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#196
of 430 holders
Holding Since
Dec 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, 2026SageGuard Financial Group, LLC holds $14,515,855 across 8 Utilities - Regulated Electric names. XEL ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
94,682 | $11,984,847 | |
| 2 | ED |
Consolidated Edison Inc
|
5,119 | $566,314 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
4,259 | $455,713 | |
| 4 | XEL |
Xcel Energy Inc
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|
4,520 | $362,956 | |
| 5 | ETR |
Entergy Corp /De/
|
3,079 | $353,653 | |
| 6 | SO |
Southern Co
|
3,347 | $320,341 | |
| 7 | DTE |
Dte Energy Co
|
2,074 | $316,015 | |
| 8 | ELPC |
Energy Co Of Parana
|
13,392 | $156,016 |
All Filings in XEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,956 | 4,520 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $358,592 | 4,514 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $332,222 | 4,498 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||